McGladrey Company
Description
RSM US LLP is an audit, tax, and consulting firm, focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States. Number of employees: 9,670 Headquarters: Chicago, Illinois, United States Founded: 1926, Cedar Rapids, Iowa, United States CEO: Joe Adams (2011–) Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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McGladrey Employees
Employee
Years
Job
Industry
Diane (Hua) Li Diane (Hua) Li's McGladrey Experience November 2006 - May 2013
Job
Industry Construction
Experience
Sterling Garden LLC, A land development company April 2014 - Present
KKR Financial Services July 2013 - Present
McGladrey November 2006 - May 2013
Marcum & Kleigman, LLP September 2003 - November 2006
Eisner LLP November 2000 - May 2003
Rogovin, Golub, Bernstein and Wexler, LLP November 1996 - October 2000
Education
Baruch College 1994 — 1996
Master of Business Administration (MBA), Accounting
Sterling Garden LLC, A land development company April 2014 - Present
KKR Financial Services July 2013 - Present
McGladrey November 2006 - May 2013
Marcum & Kleigman, LLP September 2003 - November 2006
Eisner LLP November 2000 - May 2003
Rogovin, Golub, Bernstein and Wexler, LLP November 1996 - October 2000
Education
Baruch College 1994 — 1996
Master of Business Administration (MBA), Accounting
Carrie Furr (Buck)'s McGladrey Experience July 2015 - Present
Job Manager, Risk Advisory Services
Industry Information Technology and Services
Experience
McGladrey July 2015 - Present
Sunera LLC October 2010 - July 2015
Carolinas Healthcare System 2009 - 2010
Carolinas HealthCare System 2009 - 2010
Wachovia 2007 - 2008
KPMG Advisory 2004 - 2007
PricewaterhouseCoopers 2001 - 2004
KPMG Advisory 1999 - 2001
Carolinas HealthCare System 1998 - 1999
Skills
Integration, Risk Management, Mergers & Acquisitions, Program Management, Information Technology, HIPAA, CPOE, Financial Risk, Healthcare, Financial Reporting, Process Improvement, IT Audit, Governance, Business Process..., Enterprise Risk..., Risk Assessment, Sarbanes-Oxley Act, Internal Audit
Education
Ball State University 1990 — 1994
Bachelor of Science, Nursing
McGladrey July 2015 - Present
Sunera LLC October 2010 - July 2015
Carolinas Healthcare System 2009 - 2010
Carolinas HealthCare System 2009 - 2010
Wachovia 2007 - 2008
KPMG Advisory 2004 - 2007
PricewaterhouseCoopers 2001 - 2004
KPMG Advisory 1999 - 2001
Carolinas HealthCare System 1998 - 1999
Skills
Integration, Risk Management, Mergers & Acquisitions, Program Management, Information Technology, HIPAA, CPOE, Financial Risk, Healthcare, Financial Reporting, Process Improvement, IT Audit, Governance, Business Process..., Enterprise Risk..., Risk Assessment, Sarbanes-Oxley Act, Internal Audit
Education
Ball State University 1990 — 1994
Bachelor of Science, Nursing
Rochelle Novilla Rochelle Novilla's McGladrey Experience June 2014 - Present
Job Academic Success Peer Mentor at The New Community College at CUNY
Industry Accounting
Experience
Mcgladrey June 2014 - Present
The New Community College at CUNY August 2012 - July 2013
Pet Dreams September 2012 - December 2012
Greenwood Chamber of Commerce December 2011 - January 2012
Coler-Goldwater Specialty Hospital & Nursing Facility June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, InDesign, Photoshop, Public Speaking, Data Entry, Event Planning, Accounting, Management
Education
Baruch College 2010 — 2014
Bachelor's degree, Accounting, 3.67
Baruch College, City University of New York (CUNY)
Master's degree, Taxation
Mcgladrey June 2014 - Present
The New Community College at CUNY August 2012 - July 2013
Pet Dreams September 2012 - December 2012
Greenwood Chamber of Commerce December 2011 - January 2012
Coler-Goldwater Specialty Hospital & Nursing Facility June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, InDesign, Photoshop, Public Speaking, Data Entry, Event Planning, Accounting, Management
Education
Baruch College 2010 — 2014
Bachelor's degree, Accounting, 3.67
Baruch College, City University of New York (CUNY)
Master's degree, Taxation
Tommy Chan, CPA Tommy Chan, CPA's McGladrey Experience August 2004 - Present
Job Director at McGladrey LLP
Industry Accounting
Experience
McGladrey August 2004 - Present
CEG CPA LLC November 1999 - August 2004
Skills
Auditing, Internal Controls, US GAAP, Revenue Recognition, GAAP, Financial Reporting, Financial Accounting, Accounting, Tax, CPA, External Audit, Corporate Tax, Financial Statements, Assurance, General Ledger, Financial Audits, Consolidation, Tax Returns, Account Reconciliation, QuickBooks, Variance Analysis, Financial Analysis, Bookkeeping, Cash Flow
Education
Baruch College 1995 — 1999
BBA, Accounting
McGladrey August 2004 - Present
CEG CPA LLC November 1999 - August 2004
Skills
Auditing, Internal Controls, US GAAP, Revenue Recognition, GAAP, Financial Reporting, Financial Accounting, Accounting, Tax, CPA, External Audit, Corporate Tax, Financial Statements, Assurance, General Ledger, Financial Audits, Consolidation, Tax Returns, Account Reconciliation, QuickBooks, Variance Analysis, Financial Analysis, Bookkeeping, Cash Flow
Education
Baruch College 1995 — 1999
BBA, Accounting
陈国健 Kenneth Chan, CPA, CIA, MBA 陈国健 Kenneth Chan, CPA, CIA, MBA's McGladrey Experience September 2006 - August 2012
Job Audit Manager at Grassi & Co.
Industry Real Estate
Experience
Grassi & Co. September 2012 - Present
McGladrey September 2006 - August 2012
Cotter & Kavanaugh LLP December 2004 - September 2006
KPMG September 2003 - December 2004
Leipziger and Breskin LLP January 2001 - September 2003
Heron Management November 1991 - December 2000
Skills
Tax, Accounting, Auditing, Partnership Taxation, CPA, Financial Reporting, GAAP, Internal Controls, Financial Accounting, Assurance, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Account Reconciliation, Tax Preparation, Tax Returns, Internal Audit, Due Diligence, Financial Statements, Financial Analysis, US GAAP, Construction Accounting, ProSystem fx Tax, Finance, IFRS, Forensic Accounting, External Audit, Sarbanes-Oxley Act, General Ledger
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Master of Science
Baruch College, City University of New York (CUNY) 2002 — 2005
Master
Grassi & Co. September 2012 - Present
McGladrey September 2006 - August 2012
Cotter & Kavanaugh LLP December 2004 - September 2006
KPMG September 2003 - December 2004
Leipziger and Breskin LLP January 2001 - September 2003
Heron Management November 1991 - December 2000
Skills
Tax, Accounting, Auditing, Partnership Taxation, CPA, Financial Reporting, GAAP, Internal Controls, Financial Accounting, Assurance, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Account Reconciliation, Tax Preparation, Tax Returns, Internal Audit, Due Diligence, Financial Statements, Financial Analysis, US GAAP, Construction Accounting, ProSystem fx Tax, Finance, IFRS, Forensic Accounting, External Audit, Sarbanes-Oxley Act, General Ledger
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Master of Science
Baruch College, City University of New York (CUNY) 2002 — 2005
Master
Matthew Turkot's McGladrey Experience October 2012 - August 2013
Job Assurance Associate at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP November 2014 - Present
Enlivant January 2014 - November 2014
McGladrey October 2012 - August 2013
McGladrey June 2011 - August 2011
Skills
Accounting, Auditing, General Ledger, Accounts Payable, Financial Reporting, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, CPA, PCAOB standards, Single Audit, Microsoft Excel, Accounting Research, Audits of Employee..., Access, QuickBooks, Microsoft Office, Creative Nonfiction..., Social Responsibility, Financial Modeling, Email Marketing, Philanthropy, Philosophy, PowerPoint
Education
Babson College 2012 — 2013
Master of Science (M.S.), Accounting
Babson College 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Accounting & Legal Studies
Baker Tilly Virchow Krause, LLP November 2014 - Present
Enlivant January 2014 - November 2014
McGladrey October 2012 - August 2013
McGladrey June 2011 - August 2011
Skills
Accounting, Auditing, General Ledger, Accounts Payable, Financial Reporting, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, CPA, PCAOB standards, Single Audit, Microsoft Excel, Accounting Research, Audits of Employee..., Access, QuickBooks, Microsoft Office, Creative Nonfiction..., Social Responsibility, Financial Modeling, Email Marketing, Philanthropy, Philosophy, PowerPoint
Education
Babson College 2012 — 2013
Master of Science (M.S.), Accounting
Babson College 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Accounting & Legal Studies
Laura Perkins, CIA's McGladrey Experience January 2006 - December 2011
Job Director of Internal Audit at THOR Industries, Inc.
Industry Leisure, Travel & Tourism
Experience
THOR Industries, Inc. June 2013 - Present
THOR Industries, Inc. January 2012 - June 2013
McGladrey January 2006 - December 2011
Coachmen Industries, Inc. April 2003 - December 2005
National Steel Corporation 2001 - 2003
Skills
Sarbanes-Oxley, Internal Audit, Internal Controls, Auditing, Enterprise Risk..., IT Audit, Financial Analysis, Risk Management, Risk Assessment, Process Improvement, Business Process, Financial Risk, Finance, Management, Business Process...
Education
Bethel College 1998 — 2000
Master of Business Administration (MBA)
Ball State University 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
THOR Industries, Inc. June 2013 - Present
THOR Industries, Inc. January 2012 - June 2013
McGladrey January 2006 - December 2011
Coachmen Industries, Inc. April 2003 - December 2005
National Steel Corporation 2001 - 2003
Skills
Sarbanes-Oxley, Internal Audit, Internal Controls, Auditing, Enterprise Risk..., IT Audit, Financial Analysis, Risk Management, Risk Assessment, Process Improvement, Business Process, Financial Risk, Finance, Management, Business Process...
Education
Bethel College 1998 — 2000
Master of Business Administration (MBA)
Ball State University 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
Mary Beth Jameson Mary Beth Jameson's McGladrey Experience July 2010 - Present
Job
Industry Management Consulting
Experience
McGladrey July 2010 - Present
The Leukemia & Lymphoma Society July 2012 - Present
H&R Block August 2008 - July 2010
RSM McGladrey April 2007 - August 2008
State Street 1999 - 2007
Wells Fargo September 1997 - April 1999
Skills
Program Management, Product Management, Business Process..., Strategic Planning, Process Improvement, Financial Analysis, Business Analysis, Risk Management, Financial Services, Vendor Management, Project Management, Portfolio Management, Finance, Business Process, Business Development
Education
Carleton College 1993 — 1997
BS
Baker University 2001 — 2002
MBA
Watertown-Mayer High School 1989 — 1993
McGladrey July 2010 - Present
The Leukemia & Lymphoma Society July 2012 - Present
H&R Block August 2008 - July 2010
RSM McGladrey April 2007 - August 2008
State Street 1999 - 2007
Wells Fargo September 1997 - April 1999
Skills
Program Management, Product Management, Business Process..., Strategic Planning, Process Improvement, Financial Analysis, Business Analysis, Risk Management, Financial Services, Vendor Management, Project Management, Portfolio Management, Finance, Business Process, Business Development
Education
Carleton College 1993 — 1997
BS
Baker University 2001 — 2002
MBA
Watertown-Mayer High School 1989 — 1993
Leah Van Dam, CPA Leah Van Dam, CPA's McGladrey Experience March 2003 - Present
Job Senior Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey March 2003 - Present
Skills
CPA, Accounting, Auditing, SEC filings, Income Tax, GAAP
Education
Augustana College (SD) 1999 — 2003
Bachelor of Arts, Professional Accountancy and Business Administration
Fargo North High School 1995 — 1999
McGladrey March 2003 - Present
Skills
CPA, Accounting, Auditing, SEC filings, Income Tax, GAAP
Education
Augustana College (SD) 1999 — 2003
Bachelor of Arts, Professional Accountancy and Business Administration
Fargo North High School 1995 — 1999
Amy Valentine Amy Valentine's McGladrey Experience January 2012 - Present
Job Manager, International Tax at McGladrey LLP
Industry Accounting
Experience
McGladrey January 2012 - Present
McGladrey October 2009 - December 2011
McGladrey September 2007 - September 2009
Skills
International Tax, Tax Research, Tax, Income Tax, Corporate Tax, Partnership Taxation, CPA, Tax Accounting, US Tax
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBT, Tax
Augustana University (SD) 2003 — 2007
Bachelor's Degree, Accounting and Business/Management
McGladrey January 2012 - Present
McGladrey October 2009 - December 2011
McGladrey September 2007 - September 2009
Skills
International Tax, Tax Research, Tax, Income Tax, Corporate Tax, Partnership Taxation, CPA, Tax Accounting, US Tax
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBT, Tax
Augustana University (SD) 2003 — 2007
Bachelor's Degree, Accounting and Business/Management
Noris Hamilton's McGladrey Experience January 2007 - Present
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey January 2007 - Present
Poppert & Company, LLC CPA November 2002 - January 2007
Skills
Corporate Tax, Tax Research, Tax, CPA, Income Tax, Tax Preparation, Partnership Taxation, Accounting, Auditing, Tax Returns
Education
Pace University - Lubin School of Business 2008 — 2010
Master of Science (MS), Taxation
City University of New York-Baruch College 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
McGladrey January 2007 - Present
Poppert & Company, LLC CPA November 2002 - January 2007
Skills
Corporate Tax, Tax Research, Tax, CPA, Income Tax, Tax Preparation, Partnership Taxation, Accounting, Auditing, Tax Returns
Education
Pace University - Lubin School of Business 2008 — 2010
Master of Science (MS), Taxation
City University of New York-Baruch College 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Courtney Brickner Courtney Brickner's McGladrey Experience November 2011 - Present
Job Assurance Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2011 - Present
Enterprise Rent-A-Car May 2010 - August 2010
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, US GAAP, Financial Accounting, Account Reconciliation, CPA, Single Audit, Assurance, External Audit, Financial Analysis, Fixed Assets, Financial Statements, Finance, General Ledger
Education
Augustana College 2007 — 2011
Bachelor of Arts (BA), Accounting and Political Sience, 3.8
Alleman High School
McGladrey November 2011 - Present
Enterprise Rent-A-Car May 2010 - August 2010
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, US GAAP, Financial Accounting, Account Reconciliation, CPA, Single Audit, Assurance, External Audit, Financial Analysis, Fixed Assets, Financial Statements, Finance, General Ledger
Education
Augustana College 2007 — 2011
Bachelor of Arts (BA), Accounting and Political Sience, 3.8
Alleman High School
Suk Fung Suk Fung's McGladrey Experience February 2008 - June 2008
Job Assistant Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2014 - Present
Barclays Investment Bank January 2014 - April 2014
Barclays Investment Bank August 2013 - January 2014
Forex Capital Markets, LLC March 2012 - July 2013
GAIN Capital Group July 2008 - March 2012
McGladrey February 2008 - June 2008
McGladrey March 2006 - February 2008
Baruch College 2003 - 2008
Parenthood Federation of America Inc June 2005 - September 2005
Parenthood Federation of America Inc February 2005 - June 2005
Skills
Compliance, Regulatory Affairs, Bank Secrecy Act, Anti Money Laundering, Auditing, Financial Reporting, FX Options, Financial Analysis, Accounting, Trading, FX trading, Account Reconciliation, Tax, Microsoft Excel, Internal Audit, Financial Risk, Mergers & Acquisitions, Valuation, Risk Management, CFDs
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration
Yat Sen School 1999 — 2002
High School Diploma
JPMorgan Chase May 2014 - Present
Barclays Investment Bank January 2014 - April 2014
Barclays Investment Bank August 2013 - January 2014
Forex Capital Markets, LLC March 2012 - July 2013
GAIN Capital Group July 2008 - March 2012
McGladrey February 2008 - June 2008
McGladrey March 2006 - February 2008
Baruch College 2003 - 2008
Parenthood Federation of America Inc June 2005 - September 2005
Parenthood Federation of America Inc February 2005 - June 2005
Skills
Compliance, Regulatory Affairs, Bank Secrecy Act, Anti Money Laundering, Auditing, Financial Reporting, FX Options, Financial Analysis, Accounting, Trading, FX trading, Account Reconciliation, Tax, Microsoft Excel, Internal Audit, Financial Risk, Mergers & Acquisitions, Valuation, Risk Management, CFDs
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration
Yat Sen School 1999 — 2002
High School Diploma
Carla Bittner, MBA Carla Bittner, MBA's McGladrey Experience January 2012 - March 2012
Job Assurance Staff at EY
Industry Accounting
Experience
EY December 2013 - Present
Panera Bread September 2012 - December 2013
McGladrey January 2012 - March 2012
Northwestern Mutual June 2011 - December 2011
Panera Bread September 2007 - July 2011
Skills
Accounting, Management
Education
Baldwin Wallace University 2011 — 2013
Master of Business Administration (MBA), Accounting
Baldwin-Wallace College 2008 — 2012
Bachelor of Arts (BA), Accounting, Finance
EY December 2013 - Present
Panera Bread September 2012 - December 2013
McGladrey January 2012 - March 2012
Northwestern Mutual June 2011 - December 2011
Panera Bread September 2007 - July 2011
Skills
Accounting, Management
Education
Baldwin Wallace University 2011 — 2013
Master of Business Administration (MBA), Accounting
Baldwin-Wallace College 2008 — 2012
Bachelor of Arts (BA), Accounting, Finance
Diego Lucio Diego Lucio's McGladrey Experience July 2014 - Present
Job Risk Advisory Services Consultant at McGladrey
Industry Accounting
Experience
McGladrey July 2014 - Present
Banfield Pet Hospital March 2012 - June 2014
Select Specialty Hospital May 2013 - January 2014
Banfield Pet Hospital June 2011 - March 2012
Banfield Pet Hospital November 2009 - June 2011
CROSSMARK August 2008 - July 2009
Skills
Management, Customer Satisfaction, Veterinary, Team Building, Human Resources, Process Improvement, Customer Experience, Microsoft Excel, Team Leadership, Inventory Management, Leadership Development, Public Speaking, Hiring, PowerPoint, Talent Acquisition, Foreign Languages, Microsoft Word, Customer Retention, Six Sigma, Critical Thinking, Analysis, Talent Management, Operational Efficiency, Interview Preparation, Development Coaching, Consumer Services, Internal Audit, External Audit, Project Management, Field Work, Customer Service
Education
Florida International University 2014 — 2015
Master of Business Administration (MBA)
Florida International University 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Barry University
McGladrey July 2014 - Present
Banfield Pet Hospital March 2012 - June 2014
Select Specialty Hospital May 2013 - January 2014
Banfield Pet Hospital June 2011 - March 2012
Banfield Pet Hospital November 2009 - June 2011
CROSSMARK August 2008 - July 2009
Skills
Management, Customer Satisfaction, Veterinary, Team Building, Human Resources, Process Improvement, Customer Experience, Microsoft Excel, Team Leadership, Inventory Management, Leadership Development, Public Speaking, Hiring, PowerPoint, Talent Acquisition, Foreign Languages, Microsoft Word, Customer Retention, Six Sigma, Critical Thinking, Analysis, Talent Management, Operational Efficiency, Interview Preparation, Development Coaching, Consumer Services, Internal Audit, External Audit, Project Management, Field Work, Customer Service
Education
Florida International University 2014 — 2015
Master of Business Administration (MBA)
Florida International University 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Barry University
Amanda Lenhoff Amanda Lenhoff's McGladrey Experience September 2007 - Present
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey September 2007 - Present
Education
Augustana College (SD) 2003 — 2007
Bachelor's degree, Accounting
McGladrey September 2007 - Present
Education
Augustana College (SD) 2003 — 2007
Bachelor's degree, Accounting
April Kathe's McGladrey Experience June 2012 - August 2012
Job Marketing and Communications Associate at NCH Marketing Services
Industry Public Relations and Communications
Experience
NCH Marketing Services July 2015 - Present
NCH Marketing Services July 2013 - Present
Junior Achievement of the Heartland August 2012 - October 2012
McGladrey June 2012 - August 2012
Red Agency January 2012 - March 2012
McGladrey June 2011 - August 2011
White House Black Market January 2008 - June 2011
Limited Too March 2006 - January 2008
Education
Augustana College 2009 — 2013
Bachelor of Arts, Communication and Media Studies
Harry D. Jacobs High School 2005 — 2009
NCH Marketing Services July 2015 - Present
NCH Marketing Services July 2013 - Present
Junior Achievement of the Heartland August 2012 - October 2012
McGladrey June 2012 - August 2012
Red Agency January 2012 - March 2012
McGladrey June 2011 - August 2011
White House Black Market January 2008 - June 2011
Limited Too March 2006 - January 2008
Education
Augustana College 2009 — 2013
Bachelor of Arts, Communication and Media Studies
Harry D. Jacobs High School 2005 — 2009
Joseph L. Koren, MBA Joseph L. Koren, MBA's McGladrey Experience October 2014 - Present
Job Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Thornhill Financial, Inc. October 2011 - October 2014
Hondros College May 2010 - October 2011
Plante & Moran, PLLC January 2009 - March 2009
Skills
Higher Education, Auditing, Fixed Assets, Accounting, Tax, Accounts Payable, Accounts Receivable, Budgets, General Ledger, Assurance, Compliance, External Audit, Forecasting, Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, GAAP, Financial Accounting, Microsoft Excel, Training, Tax Preparation, Internal Audit, Financial Statements, Corporate Tax, Income Tax, SEC filings, US GAAP, Tax Accounting, Cost Accounting
Education
Baldwin-Wallace College 2008 — 2010
Master of Business Administration (MBA), Accounting
Baldwin Wallace University 2003 — 2007
Bachelors, Accounting, Management, & Finance
Brunswick 2000 — 2003
Diploma, General Studies
McGladrey October 2014 - Present
Thornhill Financial, Inc. October 2011 - October 2014
Hondros College May 2010 - October 2011
Plante & Moran, PLLC January 2009 - March 2009
Skills
Higher Education, Auditing, Fixed Assets, Accounting, Tax, Accounts Payable, Accounts Receivable, Budgets, General Ledger, Assurance, Compliance, External Audit, Forecasting, Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, GAAP, Financial Accounting, Microsoft Excel, Training, Tax Preparation, Internal Audit, Financial Statements, Corporate Tax, Income Tax, SEC filings, US GAAP, Tax Accounting, Cost Accounting
Education
Baldwin-Wallace College 2008 — 2010
Master of Business Administration (MBA), Accounting
Baldwin Wallace University 2003 — 2007
Bachelors, Accounting, Management, & Finance
Brunswick 2000 — 2003
Diploma, General Studies
Richard Dykstra Richard Dykstra's McGladrey Experience January 2013 - Present
Job Audit Supervisor at McGladrey
Industry Accounting
Experience
McGladrey January 2013 - Present
McGladrey January 2012 - April 2012
Home Federal Bank (HFFC) February 2011 - November 2011
Skills
Auditing, Tax, Accounting, Financial Reporting, GAAP, Financial Accounting, CPA, Financial Statements, Internal Controls, Tax Returns, Microsoft Excel, Assurance, Banking
Education
Augustana College (SD) 2007 — 2012
Bachelor of Arts (B.A.), Accounting and Business Administration
McGladrey January 2013 - Present
McGladrey January 2012 - April 2012
Home Federal Bank (HFFC) February 2011 - November 2011
Skills
Auditing, Tax, Accounting, Financial Reporting, GAAP, Financial Accounting, CPA, Financial Statements, Internal Controls, Tax Returns, Microsoft Excel, Assurance, Banking
Education
Augustana College (SD) 2007 — 2012
Bachelor of Arts (B.A.), Accounting and Business Administration
Belayet Khan Belayet Khan's McGladrey Experience January 2012 - October 2013
Job Internal Audit and Compliance
Industry Accounting
Experience
NYC DPR 2014 - Present
PwC 2014 - 2014
McGladrey January 2012 - October 2013
CheetahMail, an Experian Company May 2008 - April 2010
Wells Fargo November 2007 - May 2008
FORA.tv November 2007 - February 2008
EMC April 2006 - August 2006
Fidelity October 2005 - May 2006
Skills
E-commerce, Consulting, Strategy, Business Analysis, Risk Management, Business Process..., Internal Audit, GAAP, Analytics, Business Development, Project Management, Financial Services, Financial Modeling, Financial Analysis, Strategic Planning, Auditing, Finance, Accounting, Competitive Analysis, Analysis, Budgets, Customer Acquisition, Management, Financial Accounting, Financial Risk, Sarbanes-Oxley Act, Internal Controls, Business Planning, Financial Reporting, Market Research, Management Consulting, Business Strategy, Product Marketing, Mergers & Acquisitions, CRM, Online Marketing, Start-ups, Marketing, Corporate Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
IE (Instituto de Empresa) 2006 — 2006
Long Island University, C.W. Post Campus
BSBA
Continuing Professional Education (CPE)
NYC DPR 2014 - Present
PwC 2014 - 2014
McGladrey January 2012 - October 2013
CheetahMail, an Experian Company May 2008 - April 2010
Wells Fargo November 2007 - May 2008
FORA.tv November 2007 - February 2008
EMC April 2006 - August 2006
Fidelity October 2005 - May 2006
Skills
E-commerce, Consulting, Strategy, Business Analysis, Risk Management, Business Process..., Internal Audit, GAAP, Analytics, Business Development, Project Management, Financial Services, Financial Modeling, Financial Analysis, Strategic Planning, Auditing, Finance, Accounting, Competitive Analysis, Analysis, Budgets, Customer Acquisition, Management, Financial Accounting, Financial Risk, Sarbanes-Oxley Act, Internal Controls, Business Planning, Financial Reporting, Market Research, Management Consulting, Business Strategy, Product Marketing, Mergers & Acquisitions, CRM, Online Marketing, Start-ups, Marketing, Corporate Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
IE (Instituto de Empresa) 2006 — 2006
Long Island University, C.W. Post Campus
BSBA
Continuing Professional Education (CPE)
Emma Jacobs, CIA's McGladrey Experience October 2014 - Present
Job Senior Associate, Risk Advisory Services, McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey July 2012 - October 2014
Northwestern Mutual Financial Network May 2011 - August 2011
Education
Babson College 2008 — 2012
Bachelor of Science in Business Administration, Strategic Management, Economics Concentrations
William H. Hall High School 2004 — 2008
McGladrey October 2014 - Present
McGladrey July 2012 - October 2014
Northwestern Mutual Financial Network May 2011 - August 2011
Education
Babson College 2008 — 2012
Bachelor of Science in Business Administration, Strategic Management, Economics Concentrations
William H. Hall High School 2004 — 2008
Gregg Riess's McGladrey Experience 2010 - 2013
Job Development Executive at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP 2013 - Present
McGladrey 2010 - 2013
IBM 2002 - 2008
Arthur Andersen LLP 1998 - 2002
Tritech Consulting LLC 1994 - 1996
Data Systems International 1988 - 1994
Skills
Business Development, Leadership, New Business Development, Solution Selling, Strategy, Sales, Professional Services, Marketing Strategy, Strategic Planning, Finance, Enterprise Software, Management, Lead Generation, Consulting, Sales Process, Account Management, Business Intelligence, SaaS, Selling, Team Building, Sales Operations, Sales Management, Value Propositions, Training, Process Improvement, Entrepreneurship, ERP, Business Strategy, Business Planning, Executive Management, Business Process..., Business Analysis, Enterprise Risk..., Management Consulting, Human Resources, Mergers & Acquisitions, Outsourcing, Salesforce.com, Strategic Partnerships, Project Planning, Vendor Management, Program Management, Competitive Analysis, Transaction Advisory..., Direct Sales, Cloud Computing, Coaching, Cross-functional Team...
Education
Baker University
Master of Science, Management
Hazelwood Central
North County Technical High School
Data Processing
Grant Thornton LLP 2013 - Present
McGladrey 2010 - 2013
IBM 2002 - 2008
Arthur Andersen LLP 1998 - 2002
Tritech Consulting LLC 1994 - 1996
Data Systems International 1988 - 1994
Skills
Business Development, Leadership, New Business Development, Solution Selling, Strategy, Sales, Professional Services, Marketing Strategy, Strategic Planning, Finance, Enterprise Software, Management, Lead Generation, Consulting, Sales Process, Account Management, Business Intelligence, SaaS, Selling, Team Building, Sales Operations, Sales Management, Value Propositions, Training, Process Improvement, Entrepreneurship, ERP, Business Strategy, Business Planning, Executive Management, Business Process..., Business Analysis, Enterprise Risk..., Management Consulting, Human Resources, Mergers & Acquisitions, Outsourcing, Salesforce.com, Strategic Partnerships, Project Planning, Vendor Management, Program Management, Competitive Analysis, Transaction Advisory..., Direct Sales, Cloud Computing, Coaching, Cross-functional Team...
Education
Baker University
Master of Science, Management
Hazelwood Central
North County Technical High School
Data Processing
Heather Nichols's McGladrey Experience January 2003 - October 2003
Job Vice President / Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass June 2014 - Present
1st Enterprise Bank July 2012 - June 2014
Citizens Business Bank March 2012 - July 2012
U.S. Bank June 2011 - March 2012
U.S. Bank October 2003 - May 2011
McGladrey January 2003 - October 2003
Skills
C&I Lending, Real Estate Lending, Commercial Lending, Financial Analysis, Credit Analysis, Commercial Banking, Relationship Management, Trusted Advisor, Banking Relationships, Long-term Customer..., New Business Development, Portfolio Management, Underwriting, Loans, Banking, Lines Of Credit, Credit
Education
University of Kansas 2000 — 2003
Bachelor of Science (B.S.), Accounting and Business/Management
Baker University 1998 — 2000
Education and Spanish
BBVA Compass June 2014 - Present
1st Enterprise Bank July 2012 - June 2014
Citizens Business Bank March 2012 - July 2012
U.S. Bank June 2011 - March 2012
U.S. Bank October 2003 - May 2011
McGladrey January 2003 - October 2003
Skills
C&I Lending, Real Estate Lending, Commercial Lending, Financial Analysis, Credit Analysis, Commercial Banking, Relationship Management, Trusted Advisor, Banking Relationships, Long-term Customer..., New Business Development, Portfolio Management, Underwriting, Loans, Banking, Lines Of Credit, Credit
Education
University of Kansas 2000 — 2003
Bachelor of Science (B.S.), Accounting and Business/Management
Baker University 1998 — 2000
Education and Spanish
Lisa Roulston, CPA Lisa Roulston, CPA's McGladrey Experience June 2005 - September 2008
Job Deputy Controller at Jewish Child Care Association
Industry Nonprofit Organization Management
Experience
Jewish Child Care Association June 2014 - Present
JDRF Intl September 2008 - May 2014
McGladrey June 2005 - September 2008
Skills
Nonprofits, Social Media, Public Speaking, Customer Service, Microsoft Office, Leadership, Social Networking, Charities, Accounts Payable
Education
City University of New York-Baruch College 1991 — 1994
Bachelor's degree, Accounting
University of Technology (Jamaica, W.I.) 1986 — 1989
Diploma - Accounting
Jewish Child Care Association June 2014 - Present
JDRF Intl September 2008 - May 2014
McGladrey June 2005 - September 2008
Skills
Nonprofits, Social Media, Public Speaking, Customer Service, Microsoft Office, Leadership, Social Networking, Charities, Accounts Payable
Education
City University of New York-Baruch College 1991 — 1994
Bachelor's degree, Accounting
University of Technology (Jamaica, W.I.) 1986 — 1989
Diploma - Accounting
Sandra Weaver Sandra Weaver's McGladrey Experience January 2004 - October 2007
Job Audit Manager at Ketel Thorstenson, LLP
Industry Accounting
Experience
Ketel Thorstenson, LLP June 2010 - Present
Quam & Berglin, CPAs November 2007 - June 2010
McGladrey January 2004 - October 2007
Skills
CPA, Auditor - nonprofits,..., GAAP, Tax, Income Tax, Tax Preparation, Tax Returns, Internal Controls, Accounting, Auditing, Financial Statements, US GAAP, Tax Research, Financial Accounting, Financial Reporting, Partnership Taxation, Fixed Assets
Education
Augustana College (SD) 2001 — 2005
Bachelors of Arts (B.A.), Professional Accountancy and Business Administration
Ketel Thorstenson, LLP June 2010 - Present
Quam & Berglin, CPAs November 2007 - June 2010
McGladrey January 2004 - October 2007
Skills
CPA, Auditor - nonprofits,..., GAAP, Tax, Income Tax, Tax Preparation, Tax Returns, Internal Controls, Accounting, Auditing, Financial Statements, US GAAP, Tax Research, Financial Accounting, Financial Reporting, Partnership Taxation, Fixed Assets
Education
Augustana College (SD) 2001 — 2005
Bachelors of Arts (B.A.), Professional Accountancy and Business Administration
Allie Earle's McGladrey Experience July 2012 - Present
Job Management Consulting Senior Associate at McGladrey
Industry Management Consulting
Experience
McGladrey July 2012 - Present
Babson College January 2010 - August 2012
Babson College Joint Management Consulting Field Experience (JMCFE) January 2012 - May 2012
McGladrey June 2011 - August 2011
Balich 5&10 May 2008 - January 2011
SlickStick January 2009 - May 2009
Skills
Management Consulting, Strategy, Management, Data Analysis, Project Management, Microsoft Excel, PowerPoint, Marketing Research, Market Research, Spanish, Financial Modeling, Research, Microsoft Word
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Strategic Management
Lexington High School 2005 — 2008
McGladrey July 2012 - Present
Babson College January 2010 - August 2012
Babson College Joint Management Consulting Field Experience (JMCFE) January 2012 - May 2012
McGladrey June 2011 - August 2011
Balich 5&10 May 2008 - January 2011
SlickStick January 2009 - May 2009
Skills
Management Consulting, Strategy, Management, Data Analysis, Project Management, Microsoft Excel, PowerPoint, Marketing Research, Market Research, Spanish, Financial Modeling, Research, Microsoft Word
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Strategic Management
Lexington High School 2005 — 2008
Penny Phoon Penny Phoon's McGladrey Experience December 2013 - April 2015
Job Analyst at Equinox
Industry Higher Education
Experience
Equinox April 2015 - Present
McGladrey December 2013 - April 2015
DOOR3 June 2013 - December 2013
Babson College February 2013 - May 2013
Babson College October 2009 - May 2013
McGladrey June 2012 - August 2012
Skills
Microsoft Excel, QuickBooks, Accounting, Auditing, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Analysis, Outlook, Financial Modeling, Data Analysis, Bloomberg Terminal, Research, Mandarin, Time Management, Public Speaking, Leadership, Social Media, Nonprofits, OneSource, Microsoft SQL Server, Tableau
Education
Babson College 2009 — 2013
Bachelor of Science (B.S.), Accounting and Business/Management
연세대학교 / Yonsei University 2011 — 2012
Korean and International Studies
Brooklyn Technical High School 2005 — 2009
Chemistry
Equinox April 2015 - Present
McGladrey December 2013 - April 2015
DOOR3 June 2013 - December 2013
Babson College February 2013 - May 2013
Babson College October 2009 - May 2013
McGladrey June 2012 - August 2012
Skills
Microsoft Excel, QuickBooks, Accounting, Auditing, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Analysis, Outlook, Financial Modeling, Data Analysis, Bloomberg Terminal, Research, Mandarin, Time Management, Public Speaking, Leadership, Social Media, Nonprofits, OneSource, Microsoft SQL Server, Tableau
Education
Babson College 2009 — 2013
Bachelor of Science (B.S.), Accounting and Business/Management
연세대학교 / Yonsei University 2011 — 2012
Korean and International Studies
Brooklyn Technical High School 2005 — 2009
Chemistry
Marissa Jameyson Marissa Jameyson's McGladrey Experience 2012 - Present
Job Assurance Senior Associate
Industry Accounting
Experience
McGladrey 2012 - Present
Corrigan Krause January 2010 - April 2010
Skills
QuickBooks, CPA, Auditing, Internal Controls, Accounting, Financial Analysis, Budgets, Assurance, GAAP, SEC filings, Financial Accounting, Financial Reporting, Account Reconciliation, Tax, Financial Statements, External Audit, Tax Preparation, Sarbanes-Oxley Act, General Ledger
Education
Baldwin-Wallace College 2006 — 2012
BA/MBA Accounting, Accounting, Finance
Wellington High School 2002 — 2006
Diploma
McGladrey 2012 - Present
Corrigan Krause January 2010 - April 2010
Skills
QuickBooks, CPA, Auditing, Internal Controls, Accounting, Financial Analysis, Budgets, Assurance, GAAP, SEC filings, Financial Accounting, Financial Reporting, Account Reconciliation, Tax, Financial Statements, External Audit, Tax Preparation, Sarbanes-Oxley Act, General Ledger
Education
Baldwin-Wallace College 2006 — 2012
BA/MBA Accounting, Accounting, Finance
Wellington High School 2002 — 2006
Diploma
Vinel Liriano's McGladrey Experience October 2005 - June 2012
Job Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP July 2012 - Present
McGladrey October 2005 - June 2012
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, GAAP, Single Audit
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Accountancy
BDO USA, LLP July 2012 - Present
McGladrey October 2005 - June 2012
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, GAAP, Single Audit
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Accountancy
Lori Bell, MBA's McGladrey Experience May 2013 - December 2013
Job Project Portfolio Management, VP of Chapter Development and Treasurer
Industry Investment Management
Experience
Great-West Financial July 2015 - Present
AIGA Kansas City July 2015 - Present
QTS (Quality Technology Services) September 2014 - June 2015
North American Savings Bank December 2013 - September 2014
McGladrey May 2013 - December 2013
EDMC February 2009 - May 2013
Skills
Leadership, Training, Risk Management, Recruiting, Strategic Planning, Team Building, Public Speaking, Leadership Development, Account Management, Business Development, Program Management, Customer Service, Process Improvement, Microsoft Office, Social Media, Strategy, Event Planning, Team Leadership, Staff Development, Advertising, PowerPoint, Project Planning, Project Management, Agile Methodologies
Education
Baker University 2007 — 2009
MBA, Finance
Park University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Great-West Financial July 2015 - Present
AIGA Kansas City July 2015 - Present
QTS (Quality Technology Services) September 2014 - June 2015
North American Savings Bank December 2013 - September 2014
McGladrey May 2013 - December 2013
EDMC February 2009 - May 2013
Skills
Leadership, Training, Risk Management, Recruiting, Strategic Planning, Team Building, Public Speaking, Leadership Development, Account Management, Business Development, Program Management, Customer Service, Process Improvement, Microsoft Office, Social Media, Strategy, Event Planning, Team Leadership, Staff Development, Advertising, PowerPoint, Project Planning, Project Management, Agile Methodologies
Education
Baker University 2007 — 2009
MBA, Finance
Park University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Drew Long, CPA Drew Long, CPA's McGladrey Experience September 2003 - June 2005
Job Manager at Sikich
Industry Accounting
Experience
Sikich December 2011 - Present
Pehlman & Dold PC July 2005 - December 2011
McGladrey September 2003 - June 2005
Skills
Small Business, Financial Audits, General Ledger, Tax, Auditing
Education
Augustana College 1999 — 2003
Bachelors, Accounting, Public Administration
Sikich December 2011 - Present
Pehlman & Dold PC July 2005 - December 2011
McGladrey September 2003 - June 2005
Skills
Small Business, Financial Audits, General Ledger, Tax, Auditing
Education
Augustana College 1999 — 2003
Bachelors, Accounting, Public Administration
Kevin Hodge's McGladrey Experience May 2015 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
CliftonLarsonAllen February 2015 - April 2015
CliftonLarsonAllen May 2014 - August 2014
Flinn Scientific May 2012 - August 2013
Packaged Concrete, Inc. May 2010 - August 2011
Skills
Microsoft Excel, Accounting, Microsoft Office, Financial Analysis, PowerPoint, Teamwork, Financial Accounting, Microsoft Word, Auditing, Financial Reporting, Research, Corporate Finance, Customer Service, Leadership, Financial Modeling, English, Tax, Data Analysis, Time Management, Team Leadership
Education
Augustana College 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
Kaneland High School
McGladrey May 2015 - Present
CliftonLarsonAllen February 2015 - April 2015
CliftonLarsonAllen May 2014 - August 2014
Flinn Scientific May 2012 - August 2013
Packaged Concrete, Inc. May 2010 - August 2011
Skills
Microsoft Excel, Accounting, Microsoft Office, Financial Analysis, PowerPoint, Teamwork, Financial Accounting, Microsoft Word, Auditing, Financial Reporting, Research, Corporate Finance, Customer Service, Leadership, Financial Modeling, English, Tax, Data Analysis, Time Management, Team Leadership
Education
Augustana College 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
Kaneland High School
Duane Phillip, CPA Duane Phillip, CPA's McGladrey Experience October 2005 - September 2012
Job Internal Audit Consultant
Industry Accounting
Experience
Verizon September 2012 - Present
McGladrey October 2005 - September 2012
Skills
Auditing, GAAP, Financial Reporting, Financial Accounting, SEC filings, Internal Audit, Internal Controls, Accounting, CPA, US GAAP, Sarbanes-Oxley, Financial Statements, General Ledger, Revenue Recognition, Financial Audits, External Audit, Account Reconciliation, Variance Analysis, Consolidation, Financial Analysis, Assurance, Fixed Assets, Accounts Payable, Cash Flow, Finance, Journal Entries, Accounts Receivable, Bank Reconciliation, Managerial Finance, Forecasting, Cost Accounting, Accruals
Education
Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Business/Management
Grady
Verizon September 2012 - Present
McGladrey October 2005 - September 2012
Skills
Auditing, GAAP, Financial Reporting, Financial Accounting, SEC filings, Internal Audit, Internal Controls, Accounting, CPA, US GAAP, Sarbanes-Oxley, Financial Statements, General Ledger, Revenue Recognition, Financial Audits, External Audit, Account Reconciliation, Variance Analysis, Consolidation, Financial Analysis, Assurance, Fixed Assets, Accounts Payable, Cash Flow, Finance, Journal Entries, Accounts Receivable, Bank Reconciliation, Managerial Finance, Forecasting, Cost Accounting, Accruals
Education
Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Business/Management
Grady
Benjamin Weinstein's McGladrey Experience November 2011 - Present
Job Assurance Senior Associate at McGladrey, LLP
Industry Accounting
Experience
McGladrey November 2011 - Present
IPC Systems, Inc. May 2010 - August 2010
HRRV Law May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, QuickBooks, Sarbanes-Oxley Act, Auditing, PowerPoint, Due Diligence, Data Analysis, Variance Analysis, Finance, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2011
Masters of Science in Accounting, Accounting
Babson College 2007 — 2011
Master's degree, Accounting
McGladrey November 2011 - Present
IPC Systems, Inc. May 2010 - August 2010
HRRV Law May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, QuickBooks, Sarbanes-Oxley Act, Auditing, PowerPoint, Due Diligence, Data Analysis, Variance Analysis, Finance, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2011
Masters of Science in Accounting, Accounting
Babson College 2007 — 2011
Master's degree, Accounting
Seth Whan's McGladrey Experience September 2015 - Present
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey September 2015 - Present
McGladrey January 2015 - April 2015
Bituminous Insurance December 2013 - April 2014
Northwestern Mutual May 2013 - August 2013
Augustana College May 2012 - May 2013
Augustana College August 2011 - May 2012
Skills
PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Self-starter, Motivation, teamwork
Education
Augustana College 2011 — 2015
Bachelor’s Degree, Accounting, Business MIS
McGladrey September 2015 - Present
McGladrey January 2015 - April 2015
Bituminous Insurance December 2013 - April 2014
Northwestern Mutual May 2013 - August 2013
Augustana College May 2012 - May 2013
Augustana College August 2011 - May 2012
Skills
PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Self-starter, Motivation, teamwork
Education
Augustana College 2011 — 2015
Bachelor’s Degree, Accounting, Business MIS
Greg Giancola Greg Giancola's McGladrey Experience September 2007 - March 2009
Job Senior accountant at Related Companies
Industry Real Estate
Experience
Related Companies April 2009 - Present
McGladrey September 2007 - March 2009
Skills
Financial Reporting, Accounting, Financial Analysis, GAAP, Financial Accounting, General Ledger, Due Diligence, Financial Statements, Auditing, Internal Controls, Financial Modeling, Real Estate, Account Reconciliation, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Master of Business Administration (MBA), Real Estate Development
Fordham University 2003 — 2007
Bachelor's degree, Accounting
Related Companies April 2009 - Present
McGladrey September 2007 - March 2009
Skills
Financial Reporting, Accounting, Financial Analysis, GAAP, Financial Accounting, General Ledger, Due Diligence, Financial Statements, Auditing, Internal Controls, Financial Modeling, Real Estate, Account Reconciliation, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Master of Business Administration (MBA), Real Estate Development
Fordham University 2003 — 2007
Bachelor's degree, Accounting
Corey Fishel Corey Fishel's McGladrey Experience January 2006 - Present
Job CPA
Industry Accounting
Experience
McGladrey January 2006 - Present
Skills
Compilation, Financial Reporting, Microsoft Office, Audit, Auditing, GAAP, Financial Accounting, Internal Controls, Financial Audits, Management, Financial Statements
Education
Augustana University (SD) 2002 — 2006
B.A., Accounting
Red Rock Central 1998 — 2002
McGladrey January 2006 - Present
Skills
Compilation, Financial Reporting, Microsoft Office, Audit, Auditing, GAAP, Financial Accounting, Internal Controls, Financial Audits, Management, Financial Statements
Education
Augustana University (SD) 2002 — 2006
B.A., Accounting
Red Rock Central 1998 — 2002
Chelsey Ryerson, CPA's McGladrey Experience March 2014 - Present
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey March 2014 - Present
Children's Mercy Hospital November 2013 - March 2014
McGladrey November 2009 - November 2013
Protection One June 2009 - October 2009
Skills
Accounting, Internal Controls, US GAAP, Auditing, SEC filings, Financial Accounting, Government Accounting, GAAP, Financial Statements, CPA, General Ledger, Sarbanes-Oxley Act, Financial Reporting, Nonprofits, Revenue Recognition, Tax
Education
Baker University 2005 — 2009
B.S., Accounting, Business Management
McGladrey March 2014 - Present
Children's Mercy Hospital November 2013 - March 2014
McGladrey November 2009 - November 2013
Protection One June 2009 - October 2009
Skills
Accounting, Internal Controls, US GAAP, Auditing, SEC filings, Financial Accounting, Government Accounting, GAAP, Financial Statements, CPA, General Ledger, Sarbanes-Oxley Act, Financial Reporting, Nonprofits, Revenue Recognition, Tax
Education
Baker University 2005 — 2009
B.S., Accounting, Business Management
Anders Reinertsen Anders Reinertsen's McGladrey Experience 2012 - 2012
Job Leading Business Development & Technology at Global Backgrounds
Industry Security and Investigations
Experience
Global Backgrounds July 2015 - Present
State Street 2012 - July 2015
McGladrey 2012 - 2012
State Street 2009 - 2012
ORBoardworks 2008 - 2009
Global Security Consulting 2007 - 2008
Skills
Business Process..., Process Improvement, Strategy, Project Management, Strategic Planning, Leading Change, Thought Leadership, Quality Management, Program Management, Visionary Thinking, Change Management, Business Architecture, Analysis, Business Transformation, Business Process, Business Development, Technology Solutions..., Agile Methodologies, IT Strategy, PMO, Business Strategy, IT Solutions, Opportunity..., Business Opportunity..., Cloud Computing, Enterprise Software, Application..., Process Automation, Process Control, SDLC, Data Governance, Master Data Management, Data Quality, Cross-functional Team...
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
MBA, Finance
Babson College 1998 — 2002
BS, Entrepreneurship and Management
Breck 1994 — 1998
Global Backgrounds July 2015 - Present
State Street 2012 - July 2015
McGladrey 2012 - 2012
State Street 2009 - 2012
ORBoardworks 2008 - 2009
Global Security Consulting 2007 - 2008
Skills
Business Process..., Process Improvement, Strategy, Project Management, Strategic Planning, Leading Change, Thought Leadership, Quality Management, Program Management, Visionary Thinking, Change Management, Business Architecture, Analysis, Business Transformation, Business Process, Business Development, Technology Solutions..., Agile Methodologies, IT Strategy, PMO, Business Strategy, IT Solutions, Opportunity..., Business Opportunity..., Cloud Computing, Enterprise Software, Application..., Process Automation, Process Control, SDLC, Data Governance, Master Data Management, Data Quality, Cross-functional Team...
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
MBA, Finance
Babson College 1998 — 2002
BS, Entrepreneurship and Management
Breck 1994 — 1998
Selin Terzi Selin Terzi's McGladrey Experience January 2013 - April 2013
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley June 2014 - August 2015
GroupArgent October 2013 - April 2014
Morgan Stanley June 2013 - August 2013
McGladrey January 2013 - April 2013
GroupArgent June 2012 - December 2012
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley September 2015 - Present
Morgan Stanley June 2014 - August 2015
GroupArgent October 2013 - April 2014
Morgan Stanley June 2013 - August 2013
McGladrey January 2013 - April 2013
GroupArgent June 2012 - December 2012
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Daniel Whang Daniel Whang's McGladrey Experience July 2014 - Present
Job Assurance at McGladrey LLP
Industry Accounting
Experience
McGladrey July 2014 - Present
The Tunstall Organization February 2014 - May 2014
Baruch College - Zicklin School of Business - Office of the Dean September 2013 - December 2013
Baruch College - Zicklin School of Business - Stan Ross Department of Accountancy June 2013 - August 2013
Bank of New York Mellon July 2006 - January 2013
Central Lewmar February 2005 - July 2006
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, QuickBooks, Customer Service, Business Analysis, Microsoft Excel, PowerPoint, Client Relations Skills, Leadership, Bloomberg, Investments, Banking, Mutual Funds, Capital Markets, Reuters 3000 Xtra, Xero, Bookkeeping, SaaS, Account Reconciliation, Investment Operations, US GAAP, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master of Business Administration (MBA), Accountancy
Baruch College - Division of Continuing and Professional Studies 2013 — 2013
State University of New York at Albany 2000 — 2003
Bachelor of Science (BS), Economics with minor in Business
McGladrey July 2014 - Present
The Tunstall Organization February 2014 - May 2014
Baruch College - Zicklin School of Business - Office of the Dean September 2013 - December 2013
Baruch College - Zicklin School of Business - Stan Ross Department of Accountancy June 2013 - August 2013
Bank of New York Mellon July 2006 - January 2013
Central Lewmar February 2005 - July 2006
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, QuickBooks, Customer Service, Business Analysis, Microsoft Excel, PowerPoint, Client Relations Skills, Leadership, Bloomberg, Investments, Banking, Mutual Funds, Capital Markets, Reuters 3000 Xtra, Xero, Bookkeeping, SaaS, Account Reconciliation, Investment Operations, US GAAP, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master of Business Administration (MBA), Accountancy
Baruch College - Division of Continuing and Professional Studies 2013 — 2013
State University of New York at Albany 2000 — 2003
Bachelor of Science (BS), Economics with minor in Business
Melissa Lok Melissa Lok's McGladrey Experience 2009 - 2011
Job Global Risk Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
JPMorgan Chase April 2013 - May 2014
Eurasia Group 2012 - 2013
Grant Thornton LLP 2012 - 2012
Berdon LLP 2011 - 2012
Undergraduate Student Government - Baruch College 2009 - 2012
McGladrey 2009 - 2011
Supportive Children's Advocacy Network 2009 - December 2009
Baruch College Sigma Alpha Delta Honor Society September 2008 - June 2009
Children's Aid Society 2009 - 2009
Skills
Accounting, Microsoft Excel, Recruiting, Event Management, PowerPoint, Accounts Payable, Finance, Microsoft Word, Access, QuickBooks, Payroll, Microsoft Office, Event Planning, Outlook, Corporate Finance, Risk Management, Compensation & Benefit, VBA, SQL, ProSystem fx Tax, Client Facing Skills, Risk Analysis, Risk Assessment, Risk Analytics, Regulatory Filings, SharePoint, Databases, Human Resources, Basel III, Dodd-Frank, Networking, Risk Reporting, Regulatory Risk, Regulatory Policy, Regulatory Analysis, Regulatory Requirements, Regulatory Submissions, Regulatory Guidelines, Regulatory Documentation, Syndicated National..., Queries, Credit Risk, Counterparty Risk, Database Development, Operational Risk, Project Management, Database Administration, Database Design, Operational Efficiency, Process Efficiency
Education
Stuyvesant High School 2004 — 2008
Advanced Regents Diploma
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, 3.9/4.0
Bank of America Merrill Lynch June 2014 - Present
JPMorgan Chase April 2013 - May 2014
Eurasia Group 2012 - 2013
Grant Thornton LLP 2012 - 2012
Berdon LLP 2011 - 2012
Undergraduate Student Government - Baruch College 2009 - 2012
McGladrey 2009 - 2011
Supportive Children's Advocacy Network 2009 - December 2009
Baruch College Sigma Alpha Delta Honor Society September 2008 - June 2009
Children's Aid Society 2009 - 2009
Skills
Accounting, Microsoft Excel, Recruiting, Event Management, PowerPoint, Accounts Payable, Finance, Microsoft Word, Access, QuickBooks, Payroll, Microsoft Office, Event Planning, Outlook, Corporate Finance, Risk Management, Compensation & Benefit, VBA, SQL, ProSystem fx Tax, Client Facing Skills, Risk Analysis, Risk Assessment, Risk Analytics, Regulatory Filings, SharePoint, Databases, Human Resources, Basel III, Dodd-Frank, Networking, Risk Reporting, Regulatory Risk, Regulatory Policy, Regulatory Analysis, Regulatory Requirements, Regulatory Submissions, Regulatory Guidelines, Regulatory Documentation, Syndicated National..., Queries, Credit Risk, Counterparty Risk, Database Development, Operational Risk, Project Management, Database Administration, Database Design, Operational Efficiency, Process Efficiency
Education
Stuyvesant High School 2004 — 2008
Advanced Regents Diploma
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, 3.9/4.0
David Molina, CPA David Molina, CPA's McGladrey Experience July 2013 - Present
Job Tax Manager McGladrey, LLP | Family Wealth Services | Tax Planning | Estate and Gift Planning | Succession Planning
Industry Accounting
Experience
McGladrey July 2013 - Present
Ernst & Young July 2007 - July 2013
Lenscrafters November 2002 - November 2007
Skills
CPA, Auditing, Tax Accounting, Tax, GAAP, Corporate Tax, US GAAP, Accounting, Tax Research, Financial Reporting, Income Tax, SEC filings, Internal Controls, International Tax, Sarbanes-Oxley Act, Financial Accounting, Tax Preparation, Tax Advisory, Partnership Taxation, Tax Returns, Financial Analysis, Big 4, QuickBooks, External Audit
Education
Golden Gate University 2011 — 2014
Masters of Science, Taxation
Azusa Pacific University 1998 — 2007
B.S., Accounting
Walnut High School
McGladrey July 2013 - Present
Ernst & Young July 2007 - July 2013
Lenscrafters November 2002 - November 2007
Skills
CPA, Auditing, Tax Accounting, Tax, GAAP, Corporate Tax, US GAAP, Accounting, Tax Research, Financial Reporting, Income Tax, SEC filings, Internal Controls, International Tax, Sarbanes-Oxley Act, Financial Accounting, Tax Preparation, Tax Advisory, Partnership Taxation, Tax Returns, Financial Analysis, Big 4, QuickBooks, External Audit
Education
Golden Gate University 2011 — 2014
Masters of Science, Taxation
Azusa Pacific University 1998 — 2007
B.S., Accounting
Walnut High School
Susan Konopinski's McGladrey Experience September 2007 - March 2009
Job Office Administrator/Senior Tax Analyst at insight accounting group PC
Industry Accounting
Experience
insight accounting group PC November 2009 - Present
Insight Accounting Group 2009 - Present
McGladrey September 2007 - March 2009
Patriot Homes January 2000 - May 2007
Skills
Accounting, GAAP, Tax, CPA, Insurance, Financial Reporting, Corporate Tax, Income Tax
Education
Ball State University
Bachelor's degree, Accounting
insight accounting group PC November 2009 - Present
Insight Accounting Group 2009 - Present
McGladrey September 2007 - March 2009
Patriot Homes January 2000 - May 2007
Skills
Accounting, GAAP, Tax, CPA, Insurance, Financial Reporting, Corporate Tax, Income Tax
Education
Ball State University
Bachelor's degree, Accounting
Peggy Brady Peggy Brady's McGladrey Experience August 1998 - September 2012
Job Vice President of Accounting and Auditing Standards at Selden Fox, Ltd.
Industry Accounting
Experience
Selden Fox, Ltd. October 2012 - Present
McGladrey August 1998 - September 2012
Eide Bailly LLP June 1994 - August 1998
Skills
Auditing, Accounting, SEC filings, Private Equity, Risk Management, Not for Profit, Employee Benefits, Manufacturing, Retail, Government Accounting, GAAP, Internal Controls, IFRS, International Standards..., Financial Reporting, Quality Assurance, Assurance, CPA, Financial Institutions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2004
MBA, Finance
Augustana College 1992 — 1996
BA, Accounting, Business Administration
Galena High School 1988 — 1996
Selden Fox, Ltd. October 2012 - Present
McGladrey August 1998 - September 2012
Eide Bailly LLP June 1994 - August 1998
Skills
Auditing, Accounting, SEC filings, Private Equity, Risk Management, Not for Profit, Employee Benefits, Manufacturing, Retail, Government Accounting, GAAP, Internal Controls, IFRS, International Standards..., Financial Reporting, Quality Assurance, Assurance, CPA, Financial Institutions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2004
MBA, Finance
Augustana College 1992 — 1996
BA, Accounting, Business Administration
Galena High School 1988 — 1996
Andrew Oram, CPA's McGladrey Experience October 2012 - Present
Job Senior Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
Babson College Athletic Center October 2009 - May 2012
Boston Scientific May 2011 - August 2011
RCN Metro Optical Networks July 2010 - August 2010
Oneswipe September 2008 - May 2009
Leslies' Pool Supplies July 2006 - October 2008
Skills
Accounting, Auditing, Finance, Accounts Receivable, Financial Analysis, Budgets, Financial Modeling, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Financial Accounting, Cash Flow, Data Analysis, Outlook, Sales
Education
Babson College 2012 — 2012
Masters of Science in Accounting
Babson College 2008 — 2012
Bachelors of Science in Business Administration, Accounting, Economics
McGladrey October 2012 - Present
Babson College Athletic Center October 2009 - May 2012
Boston Scientific May 2011 - August 2011
RCN Metro Optical Networks July 2010 - August 2010
Oneswipe September 2008 - May 2009
Leslies' Pool Supplies July 2006 - October 2008
Skills
Accounting, Auditing, Finance, Accounts Receivable, Financial Analysis, Budgets, Financial Modeling, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Financial Accounting, Cash Flow, Data Analysis, Outlook, Sales
Education
Babson College 2012 — 2012
Masters of Science in Accounting
Babson College 2008 — 2012
Bachelors of Science in Business Administration, Accounting, Economics
Paul Weireter Paul Weireter's McGladrey Experience 2005 - Present
Job Director at McGladrey, LLP
Industry Accounting
Experience
McGladrey 2005 - Present
Goldstein Golub Kessler LLP 1998 - 2005
American Express Tax & Business Services 1998 - 2005
Eisner & Lubin 1986 - 1997
Weiser LLP 1980 - 1986
Skills
Income Tax, Tax Returns, Tax, Trusts, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, High Net Worth..., International Tax, Tax Preparation, SEC, Accounting, Auditing, CPA, Forensic Accounting
Education
City University of New York-Baruch College
BBA, Accounting
New York Institute of Technology
MBA
McGladrey 2005 - Present
Goldstein Golub Kessler LLP 1998 - 2005
American Express Tax & Business Services 1998 - 2005
Eisner & Lubin 1986 - 1997
Weiser LLP 1980 - 1986
Skills
Income Tax, Tax Returns, Tax, Trusts, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, High Net Worth..., International Tax, Tax Preparation, SEC, Accounting, Auditing, CPA, Forensic Accounting
Education
City University of New York-Baruch College
BBA, Accounting
New York Institute of Technology
MBA
Emil Frank, CPA, MST Emil Frank, CPA, MST's McGladrey Experience June 2012 - September 2012
Job Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York October 2014 - Present
PricewaterhouseCoopers LLP October 2013 - October 2014
PricewaterhouseCoopers LLP June 2013 - September 2013
McGladrey June 2012 - September 2012
PricewaterhouseCoopers LLP January 2012 - April 2012
Baruch College September 2009 - December 2011
PwC June 2011 - September 2011
Skills
Tax Accounting, Corporate Tax, Accounting, Tax, Tax Preparation, Tax Law, Communication Skills, Microsoft Excel, People Skills, Writing, English, Creative Writing, Income Tax, Tax Returns, Tax Advisory, Partnership Taxation, Computers, Languages, CPA, Tax Research, Financial Statements, Financial Accounting, Financial Analysis
Education
Baruch College 2012 — 2013
Master of Science, Tax Law, 3.90
Baruch College 2008 — 2012
BBA, Accounting / English, 3.93 GPA
Federal Reserve Bank of New York October 2014 - Present
PricewaterhouseCoopers LLP October 2013 - October 2014
PricewaterhouseCoopers LLP June 2013 - September 2013
McGladrey June 2012 - September 2012
PricewaterhouseCoopers LLP January 2012 - April 2012
Baruch College September 2009 - December 2011
PwC June 2011 - September 2011
Skills
Tax Accounting, Corporate Tax, Accounting, Tax, Tax Preparation, Tax Law, Communication Skills, Microsoft Excel, People Skills, Writing, English, Creative Writing, Income Tax, Tax Returns, Tax Advisory, Partnership Taxation, Computers, Languages, CPA, Tax Research, Financial Statements, Financial Accounting, Financial Analysis
Education
Baruch College 2012 — 2013
Master of Science, Tax Law, 3.90
Baruch College 2008 — 2012
BBA, Accounting / English, 3.93 GPA
Jenna Bicego Jenna Bicego's McGladrey Experience January 2008 - April 2008
Job Campus Development Manager at KPMG, LLP
Industry Accounting
Experience
KPMG LLP January 2015 - Present
KPMG LLP December 2009 - January 2015
McGladrey January 2008 - April 2008
Landmark Cafe & Creperie 2007 - 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2009
Master's degree, Accounting
Augustana College 2004 — 2008
Bachelor of Arts (B.A.), Accounting
KPMG LLP January 2015 - Present
KPMG LLP December 2009 - January 2015
McGladrey January 2008 - April 2008
Landmark Cafe & Creperie 2007 - 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2009
Master's degree, Accounting
Augustana College 2004 — 2008
Bachelor of Arts (B.A.), Accounting
Jaymi Stoneburner's McGladrey Experience January 2015 - April 2015
Job Accounting Intern at Bremen Castings, Inc
Industry Accounting
Experience
Bremen Castings, Inc May 2015 - Present
McGladrey January 2015 - April 2015
Ball State University January 2013 - December 2014
Noble Consulting Services, Inc. May 2014 - August 2014
Ponderosa Steakhouse August 2009 - August 2013
Pla-Mor Campground May 2007 - August 2009
Skills
Accounting, Microsoft Office, Teamwork, Financial Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, QuickBooks, Bookkeeping, Research, ProSystem fx Tax
Education
Indiana University South Bend 2015 — 2016
Master’s Degree, Accounting
Ball State University 2011 — 2014
Bachelor's Degree, Accounting
Bremen High School 2007 — 2011
High school diploma
Bremen Castings, Inc May 2015 - Present
McGladrey January 2015 - April 2015
Ball State University January 2013 - December 2014
Noble Consulting Services, Inc. May 2014 - August 2014
Ponderosa Steakhouse August 2009 - August 2013
Pla-Mor Campground May 2007 - August 2009
Skills
Accounting, Microsoft Office, Teamwork, Financial Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, QuickBooks, Bookkeeping, Research, ProSystem fx Tax
Education
Indiana University South Bend 2015 — 2016
Master’s Degree, Accounting
Ball State University 2011 — 2014
Bachelor's Degree, Accounting
Bremen High School 2007 — 2011
High school diploma
Paul DeFoe's McGladrey Experience 2007 - 2011
Job Manager, Channel Support at Blue Cross and Blue Shield of Kansas City
Industry Insurance
Experience
Blue Cross and Blue Shield of Kansas City 2014 - Present
Saepio Technologies 2013 - 2014
Blue Cross Blue Shield of Kansas City 2011 - 2013
McGladrey 2007 - 2011
Service Management Group 2006 - 2007
Skills
Research Project..., Organizational..., Process Improvement, Strategic Planning, Market Research, Analytics, Management Consulting, Data Analysis, Marketing Strategy, CRM, Marketing, Business Development, Analysis, Financial Services, Business Strategy, Project Management, Account Management, New Business Development, Six Sigma, Strategy, Leadership, Cross-functional Team..., Competitive Analysis, Vendor Management, Salesforce.com, Consulting, Business Process..., Program Management, Business Intelligence, Management, Product Management, Direct Marketing
Education
University of Missouri-Columbia 2001 — 2005
Journalism
Avila University 2005 — 2008
Master of Business Administration (M.B.A.)
Avila University 2010 — 2013
Master of Science (MS)
Blue Cross and Blue Shield of Kansas City 2014 - Present
Saepio Technologies 2013 - 2014
Blue Cross Blue Shield of Kansas City 2011 - 2013
McGladrey 2007 - 2011
Service Management Group 2006 - 2007
Skills
Research Project..., Organizational..., Process Improvement, Strategic Planning, Market Research, Analytics, Management Consulting, Data Analysis, Marketing Strategy, CRM, Marketing, Business Development, Analysis, Financial Services, Business Strategy, Project Management, Account Management, New Business Development, Six Sigma, Strategy, Leadership, Cross-functional Team..., Competitive Analysis, Vendor Management, Salesforce.com, Consulting, Business Process..., Program Management, Business Intelligence, Management, Product Management, Direct Marketing
Education
University of Missouri-Columbia 2001 — 2005
Journalism
Avila University 2005 — 2008
Master of Business Administration (M.B.A.)
Avila University 2010 — 2013
Master of Science (MS)
Brian Hintzsche Brian Hintzsche's McGladrey Experience January 2005 - Present
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey January 2005 - Present
Skills
CPA, Corporate Tax, GAAP, Income Tax, Tax, Tax Accounting, Tax Preparation, Tax Research, FIN 48, US Tax, US GAAP, Partnership Taxation, Financial Analysis, Accounting
Education
DePaul University 2008 — 2010
Masters of Science in Taxation, Accounting
Northern Illinois University 2003 — 2005
Masters of Accounting Science, Accounting
Augustana College 1999 — 2003
Bachelor of Arts (B.A.), Accounting and Finance
McGladrey January 2005 - Present
Skills
CPA, Corporate Tax, GAAP, Income Tax, Tax, Tax Accounting, Tax Preparation, Tax Research, FIN 48, US Tax, US GAAP, Partnership Taxation, Financial Analysis, Accounting
Education
DePaul University 2008 — 2010
Masters of Science in Taxation, Accounting
Northern Illinois University 2003 — 2005
Masters of Accounting Science, Accounting
Augustana College 1999 — 2003
Bachelor of Arts (B.A.), Accounting and Finance
Samantha Lin Samantha Lin's McGladrey Experience June 2010 - August 2010
Job Cost Accountant at Marc Jacobs
Industry Accounting
Experience
Marc Jacobs September 2014 - Present
PepsiCo October 2013 - September 2014
Ernst & Young September 2011 - July 2013
McGladrey June 2010 - August 2010
Novogradac & Company L.L.P December 2009 - April 2010
ICON Capital March 2008 - December 2008
Skills
Internal Controls, GAAP, Account Reconciliation, Accounting, Auditing, Tax Returns, Sarbanes-Oxley Act, SEC filings, US GAAP, Bank Reconciliation, CPA, External Audit, Financial Statements, Microsoft Excel, Corporate Tax, Tax, Journal Entries, Financial Reporting, Financial Accounting, Finance, Big 4
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
Master of Science, Accountancy
Baruch College, City University of New York (CUNY) 2008 — 2010
Bachelor of Business Administration, Public Accounting
Queensborough Community College
Associate of Science, Business Administration
Marc Jacobs September 2014 - Present
PepsiCo October 2013 - September 2014
Ernst & Young September 2011 - July 2013
McGladrey June 2010 - August 2010
Novogradac & Company L.L.P December 2009 - April 2010
ICON Capital March 2008 - December 2008
Skills
Internal Controls, GAAP, Account Reconciliation, Accounting, Auditing, Tax Returns, Sarbanes-Oxley Act, SEC filings, US GAAP, Bank Reconciliation, CPA, External Audit, Financial Statements, Microsoft Excel, Corporate Tax, Tax, Journal Entries, Financial Reporting, Financial Accounting, Finance, Big 4
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
Master of Science, Accountancy
Baruch College, City University of New York (CUNY) 2008 — 2010
Bachelor of Business Administration, Public Accounting
Queensborough Community College
Associate of Science, Business Administration
Steve Ruda Steve Ruda's McGladrey Experience September 2005 - April 2011
Job Claim Representative at THE IMT Group
Industry Insurance
Experience
THE IMT Group September 2013 - Present
Advanta Tax Advisors, LLC 2014 - 2015
Advanta Tax Advisors, LLC 2014 - 2015
Farm Bureau Financial Services April 2011 - September 2013
McGladrey September 2005 - April 2011
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
University of Sioux Falls 2002 — 2004
Bachelor's degree, Public Accounting and Business Administration
Augustana College (SD) 1999 — 2002
Public accounting and business administration
THE IMT Group September 2013 - Present
Advanta Tax Advisors, LLC 2014 - 2015
Advanta Tax Advisors, LLC 2014 - 2015
Farm Bureau Financial Services April 2011 - September 2013
McGladrey September 2005 - April 2011
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
University of Sioux Falls 2002 — 2004
Bachelor's degree, Public Accounting and Business Administration
Augustana College (SD) 1999 — 2002
Public accounting and business administration
Daniel Desire, CPA Daniel Desire, CPA's McGladrey Experience 2013 - 2013
Job Partner
Industry Accounting
Experience
Desire & Company CPAS PLLC March 2013 - Present
Mcgladrey 2013 - 2013
Mcgladrey 2013 - 2013
UHY Advisors July 1995 - October 2011
Donald Talbot and Company May 1987 - July 1995
Skills
Healthcare, Non-profits, Audit, Internal Controls, Management, Financial Analysis, Tax, Internal Audit, Financial Accounting, Auditing
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
BBA, Accounting
Desire & Company CPAS PLLC March 2013 - Present
Mcgladrey 2013 - 2013
Mcgladrey 2013 - 2013
UHY Advisors July 1995 - October 2011
Donald Talbot and Company May 1987 - July 1995
Skills
Healthcare, Non-profits, Audit, Internal Controls, Management, Financial Analysis, Tax, Internal Audit, Financial Accounting, Auditing
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
BBA, Accounting
Sameer Chohan Sameer Chohan's McGladrey Experience June 2004 - November 2005
Job Manager at Brookfield
Industry Financial Services
Experience
Brookfield May 2015 - Present
The Blackstone Group September 2007 - May 2015
PwC November 2005 - September 2007
McGladrey June 2004 - November 2005
Gucci Group 2003 - 2003
Skills
Partnership Accounting, Real Estate Private..., Financial Reporting, Financial Accounting, Financial Audits, Research, Analytical Skills, Compliance, US GAAP, Accounting, Internal Controls, Financial Analysis, GAAP, Fund Accounting, Valuation, SEC filings, Finance, Tax, Auditing, Financial Modeling, SEC Filings
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
Brookfield May 2015 - Present
The Blackstone Group September 2007 - May 2015
PwC November 2005 - September 2007
McGladrey June 2004 - November 2005
Gucci Group 2003 - 2003
Skills
Partnership Accounting, Real Estate Private..., Financial Reporting, Financial Accounting, Financial Audits, Research, Analytical Skills, Compliance, US GAAP, Accounting, Internal Controls, Financial Analysis, GAAP, Fund Accounting, Valuation, SEC filings, Finance, Tax, Auditing, Financial Modeling, SEC Filings
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
Juliana McInnis, CPA Juliana McInnis, CPA's McGladrey Experience October 2012 - Present
Job Senior Tax Associate
Industry Accounting
Experience
McGladrey October 2012 - Present
BNY Mellon January 2012 - September 2012
Enterprise Rent-A-Car May 2010 - August 2010
Skills
Accounting, Tax, Financial Accounting, Tax Preparation, Corporate Tax, GAAP, General Ledger, Income Tax, Account Reconciliation, QuickBooks, Tax Returns, CPA
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2011
MSA, Accounting
Stonehill College 2007 — 2011
Bachelor of Arts, Mathematics
McGladrey October 2012 - Present
BNY Mellon January 2012 - September 2012
Enterprise Rent-A-Car May 2010 - August 2010
Skills
Accounting, Tax, Financial Accounting, Tax Preparation, Corporate Tax, GAAP, General Ledger, Income Tax, Account Reconciliation, QuickBooks, Tax Returns, CPA
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2011
MSA, Accounting
Stonehill College 2007 — 2011
Bachelor of Arts, Mathematics
Jessy Gochenour Jessy Gochenour's McGladrey Experience January 2015 - Present
Job Assurance Associate at McGladrey
Industry Marketing and Advertising
Experience
McGladrey January 2015 - Present
Enterprise Rent-A-Car May 2013 - December 2014
Augustana Phonation October 2012 - April 2013
Penny's Diner May 2012 - February 2013
Gochenour Spray Foam and Drain Tiling, LLC 2006 - 2011
Skills
Public Speaking, Hard Worker, Fast Learner, Microsoft Office, Organizing, Writing, Farms, Mac, Planning, Efficiency Improvement, Communication, Marketing, Customer Service, Accounting, Leadership
Education
Augustana College (SD) 2011 — 2014
Bachelor's degree, Communications, Business and Accounting
West Harrison High School 1998 — 2011
Diploma, General Studies
McGladrey January 2015 - Present
Enterprise Rent-A-Car May 2013 - December 2014
Augustana Phonation October 2012 - April 2013
Penny's Diner May 2012 - February 2013
Gochenour Spray Foam and Drain Tiling, LLC 2006 - 2011
Skills
Public Speaking, Hard Worker, Fast Learner, Microsoft Office, Organizing, Writing, Farms, Mac, Planning, Efficiency Improvement, Communication, Marketing, Customer Service, Accounting, Leadership
Education
Augustana College (SD) 2011 — 2014
Bachelor's degree, Communications, Business and Accounting
West Harrison High School 1998 — 2011
Diploma, General Studies
Kelly Wu Kelly Wu's McGladrey Experience June 2015 - August 2015
Job Assurance Intern at McGladrey
Industry
Experience
McGladrey June 2015 - August 2015
Goldman Sachs via PRO Unlimited June 2014 - December 2014
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Taxation
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Macaulay Honors College at The City University of New York 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Lorenzo De’ Medici – The Italian International Institute
New York Chinese School 1999 — 2012
Chinese Language and Literature
McGladrey June 2015 - August 2015
Goldman Sachs via PRO Unlimited June 2014 - December 2014
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Taxation
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Macaulay Honors College at The City University of New York 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Lorenzo De’ Medici – The Italian International Institute
New York Chinese School 1999 — 2012
Chinese Language and Literature
J. Michael Wray J. Michael Wray's McGladrey Experience August 2013 - Present
Job Risk Advisory Services Supervisor at McGladrey
Industry Banking
Experience
McGladrey August 2013 - Present
F&M Bank June 2000 - August 2013
Carolina First Bank June 1999 - June 2000
Banterra Bank 1996 - 1999
Skills
Certified Regulatory..., Certified Internal..., Certification in Loan..., Certified Financial..., Risk Management, Credit, Banking, Credit Risk, Financial Analysis, Cash Management, Strategic Financial..., Commercial Lending, Commercial Banking, Loans, Credit Analysis, Small Business Lending, Financial Risk, Consumer Lending, Asset Management, Internal Audit, Regulations, Financial Audits, Portfolio Management, Retail Banking, Loan Origination, Finance, Management, Customer Service
Education
Augustana College 1985 — 1989
BS, Finance & Management
McGladrey August 2013 - Present
F&M Bank June 2000 - August 2013
Carolina First Bank June 1999 - June 2000
Banterra Bank 1996 - 1999
Skills
Certified Regulatory..., Certified Internal..., Certification in Loan..., Certified Financial..., Risk Management, Credit, Banking, Credit Risk, Financial Analysis, Cash Management, Strategic Financial..., Commercial Lending, Commercial Banking, Loans, Credit Analysis, Small Business Lending, Financial Risk, Consumer Lending, Asset Management, Internal Audit, Regulations, Financial Audits, Portfolio Management, Retail Banking, Loan Origination, Finance, Management, Customer Service
Education
Augustana College 1985 — 1989
BS, Finance & Management
Jordan Marshall's McGladrey Experience December 2011 - May 2012
Job Project Manager at Corval Group, Inc.
Industry Construction
Experience
Corval Group, Inc. October 2013 - Present
Continental Fire Sprinkler Company January 2013 - October 2013
Fire Protection Design Services June 2012 - December 2012
Avera McKennan Hospital December 2011 - May 2012
McGladrey December 2011 - May 2012
Sports and Orthopaedic Specialists May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Research, Social Media, Strategic Planning, Time Management, Event Planning, Teamwork, Team Building, Management, Project Management
Education
Augustana College (SD) 2008 — 2012
Bachelor of Arts, Business Administration
Totino-Grace High School 2005 — 2008
Corval Group, Inc. October 2013 - Present
Continental Fire Sprinkler Company January 2013 - October 2013
Fire Protection Design Services June 2012 - December 2012
Avera McKennan Hospital December 2011 - May 2012
McGladrey December 2011 - May 2012
Sports and Orthopaedic Specialists May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Research, Social Media, Strategic Planning, Time Management, Event Planning, Teamwork, Team Building, Management, Project Management
Education
Augustana College (SD) 2008 — 2012
Bachelor of Arts, Business Administration
Totino-Grace High School 2005 — 2008
Jean Crevecoeur, CPA's McGladrey Experience September 2007 - June 2011
Job Senior Accountant at Citi
Industry Accounting
Experience
Citi January 2014 - Present
Ernst & Young October 2011 - January 2014
McGladrey September 2007 - June 2011
Education
Baruch College 2004 — 2008
Bachelor's degree, Accounting
Citi January 2014 - Present
Ernst & Young October 2011 - January 2014
McGladrey September 2007 - June 2011
Education
Baruch College 2004 — 2008
Bachelor's degree, Accounting
Munir Ahamed Munir Ahamed's McGladrey Experience October 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Ball State University August 2013 - July 2014
CohnReznick LLP January 2012 - March 2012
Skills
Accounting, Auditing, Financial Services, Financial Reporting, Assurance, Broker-Dealer, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Public Speaking, Teamwork, Research, Social Media, Financial Analysis
Education
Ball State University 2013 — 2014
Master of Science (M.S.), Accounting
Northern Illinois University 2007 — 2011
Bachelor of Science (B.S.), Accounting
McGladrey October 2014 - Present
Ball State University August 2013 - July 2014
CohnReznick LLP January 2012 - March 2012
Skills
Accounting, Auditing, Financial Services, Financial Reporting, Assurance, Broker-Dealer, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Public Speaking, Teamwork, Research, Social Media, Financial Analysis
Education
Ball State University 2013 — 2014
Master of Science (M.S.), Accounting
Northern Illinois University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Abbie Kuhn's McGladrey Experience January 2014 - April 2014
Job Graduate of Baldwin Wallace University
Industry Accounting
Experience
Blue & Co., LLC September 2015 - Present
Furrer and Associates January 2015 - May 2015
Baldwin Wallace University August 2010 - May 2015
Gordon Food Service May 2012 - August 2014
McGladrey January 2014 - April 2014
Skills
PowerPoint, Invoicing, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, Accounting, Event Planning, Leadership
Education
Baldwin Wallace University 2010 — 2015
Bachelor’s Degree, Accounting and Finance, 3.7/4.0
Baldwin Wallace University 2010 — 2015
Master’s Degree, Accounting, 3.8/4.0
Blue & Co., LLC September 2015 - Present
Furrer and Associates January 2015 - May 2015
Baldwin Wallace University August 2010 - May 2015
Gordon Food Service May 2012 - August 2014
McGladrey January 2014 - April 2014
Skills
PowerPoint, Invoicing, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, Accounting, Event Planning, Leadership
Education
Baldwin Wallace University 2010 — 2015
Bachelor’s Degree, Accounting and Finance, 3.7/4.0
Baldwin Wallace University 2010 — 2015
Master’s Degree, Accounting, 3.8/4.0
Karishma Anand Karishma Anand's McGladrey Experience July 2014 - Present
Job Technology and Managment Consultants at McGladrey
Industry Information Technology and Services
Experience
McGladrey July 2014 - Present
Baruch College July 2013 - June 2014
HRA March 2013 - June 2014
FJIL INC. August 2009 - December 2012
Syosset High School March 2008 - August 2009
Skills
Oracle, Oracle PL/SQL..., Microsoft SQL Server, Data Entry, Database Administration, System Administration, Access, Accounting, Administrative..., Spreadsheets, Visio, Risk Management, Office Management, Microsoft Office 2007, Outlook, Microsoft Office
Education
Baruch College 2010 — 2014
Bachelor's degree, Computer and Information Sciences and Support Services
SUNY at Buffalo 2009 — 2009
Bachelor of Applied Science (BASc), Computer Science
McGladrey July 2014 - Present
Baruch College July 2013 - June 2014
HRA March 2013 - June 2014
FJIL INC. August 2009 - December 2012
Syosset High School March 2008 - August 2009
Skills
Oracle, Oracle PL/SQL..., Microsoft SQL Server, Data Entry, Database Administration, System Administration, Access, Accounting, Administrative..., Spreadsheets, Visio, Risk Management, Office Management, Microsoft Office 2007, Outlook, Microsoft Office
Education
Baruch College 2010 — 2014
Bachelor's degree, Computer and Information Sciences and Support Services
SUNY at Buffalo 2009 — 2009
Bachelor of Applied Science (BASc), Computer Science
Rebecca (Rydzik) Sullivan's McGladrey Experience January 2010 - Present
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey January 2010 - Present
Skills
Tax Accounting, Corporate Tax, Microsoft Excel, Accounting, Financial Analysis, CPA, Financial Reporting, Financial Accounting
Education
Babson College 2009 — 2010
Master of Science (MS), Accounting
Babson College 2006 — 2009
Bachelor of Science (BS), Accounting
McGladrey January 2010 - Present
Skills
Tax Accounting, Corporate Tax, Microsoft Excel, Accounting, Financial Analysis, CPA, Financial Reporting, Financial Accounting
Education
Babson College 2009 — 2010
Master of Science (MS), Accounting
Babson College 2006 — 2009
Bachelor of Science (BS), Accounting
Lisa Corrigan Lisa Corrigan's McGladrey Experience January 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2014 - Present
Illinois State University October 2012 - December 2013
Follett Higher Education Group May 2013 - July 2013
Francis L. Dean & Associates May 2012 - August 2012
IHOP September 2007 - May 2012
Skills
Accounting, Organization, Close Attention to..., Hardwork, Communication Skills, Time Management
Education
Illinois State University 2010 — 2014
Bachelor of Science (BS), Accounting
Augustana College 2009 — 2010
McGladrey January 2014 - Present
Illinois State University October 2012 - December 2013
Follett Higher Education Group May 2013 - July 2013
Francis L. Dean & Associates May 2012 - August 2012
IHOP September 2007 - May 2012
Skills
Accounting, Organization, Close Attention to..., Hardwork, Communication Skills, Time Management
Education
Illinois State University 2010 — 2014
Bachelor of Science (BS), Accounting
Augustana College 2009 — 2010
Sean Coffey's McGladrey Experience July 2013 - Present
Job Associate | Management Consulting at McGladrey
Industry Management Consulting
Experience
McGladrey July 2013 - Present
TeamMates Fitness April 2012 - Present
Ministry of Supply April 2012 - July 2013
Boston Bruins Foundation February 2013 - May 2013
Guided Surgery Solutions, LLC August 2012 - April 2013
Skills
Social Media Marketing, Microsoft Office, Business Development, Marketing Strategy, Project Management, Management, Business Management, Process Improvement, Competitive Analysis, Salesforce.com, Data Analysis, Social Networking, CRM, Marketing, Operational Excellence, Management Accounting, Business Strategy, Strategic IT Management, Financial Close Process, BlackLine
Education
Babson College 2011 — 2013
Bachelor of Science, Business Administration and Management, General
St. Lawrence University 2009 — 2011
Economics, Global Studies
McGladrey July 2013 - Present
TeamMates Fitness April 2012 - Present
Ministry of Supply April 2012 - July 2013
Boston Bruins Foundation February 2013 - May 2013
Guided Surgery Solutions, LLC August 2012 - April 2013
Skills
Social Media Marketing, Microsoft Office, Business Development, Marketing Strategy, Project Management, Management, Business Management, Process Improvement, Competitive Analysis, Salesforce.com, Data Analysis, Social Networking, CRM, Marketing, Operational Excellence, Management Accounting, Business Strategy, Strategic IT Management, Financial Close Process, BlackLine
Education
Babson College 2011 — 2013
Bachelor of Science, Business Administration and Management, General
St. Lawrence University 2009 — 2011
Economics, Global Studies
Brian Schoon, CPA Brian Schoon, CPA's McGladrey Experience August 2011 - May 2013
Job Assurance Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP October 2014 - Present
McGladrey LLP May 2013 - October 2014
McGladrey August 2011 - May 2013
Wolf and Company December 2009 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2009
Masters, Accounting
Augustana College 2004 — 2008
BA, Accounting
McGladrey LLP October 2014 - Present
McGladrey LLP May 2013 - October 2014
McGladrey August 2011 - May 2013
Wolf and Company December 2009 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2009
Masters, Accounting
Augustana College 2004 — 2008
BA, Accounting
Jenny (Black) Kabat's McGladrey Experience 2010 - 2010
Job Senior Accountant at Trachte Building Systems
Industry Accounting
Experience
Trachte Building Systems January 2013 - Present
DLZ Corporation May 2011 - December 2012
McGladrey 2010 - 2010
Skills
Financial Reporting, Accounting, Financial Analysis, Budget, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, General Ledger, Auditing, Accounts Payable, Contract Management, Budgets, Account Reconciliation, QuickBooks, Accounts Receivable, Customer Service, Tax, Time Management, Financial Statements, Project Accounting, Social Media
Education
Ball State University - College of Business 2008 — 2011
B.S., Accounting
Mishawaka High School
Trachte Building Systems January 2013 - Present
DLZ Corporation May 2011 - December 2012
McGladrey 2010 - 2010
Skills
Financial Reporting, Accounting, Financial Analysis, Budget, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, General Ledger, Auditing, Accounts Payable, Contract Management, Budgets, Account Reconciliation, QuickBooks, Accounts Receivable, Customer Service, Tax, Time Management, Financial Statements, Project Accounting, Social Media
Education
Ball State University - College of Business 2008 — 2011
B.S., Accounting
Mishawaka High School
Peky Huang Peky Huang's McGladrey Experience June 2014 - August 2014
Job Federal Tax Compliance Intern at National Grid
Industry Accounting
Experience
National Grid February 2013 - May 2015
McGladrey June 2014 - August 2014
Beta Alpha Psi - Alpha Gamma Chapter May 2013 - May 2014
Skills
Accounting, PowerPoint, Management Consulting, Cross-functional Team..., Microsoft Word, Microsoft Excel, Teamwork, Leadership, Financial Accounting, Time Management, Auditing, Financial Reporting, Tax
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Taxation
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor's Degree, Business Administration/Accounting
Macaulay Honors College
Stuyvesant High School
National Grid February 2013 - May 2015
McGladrey June 2014 - August 2014
Beta Alpha Psi - Alpha Gamma Chapter May 2013 - May 2014
Skills
Accounting, PowerPoint, Management Consulting, Cross-functional Team..., Microsoft Word, Microsoft Excel, Teamwork, Leadership, Financial Accounting, Time Management, Auditing, Financial Reporting, Tax
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Taxation
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor's Degree, Business Administration/Accounting
Macaulay Honors College
Stuyvesant High School
Cindy Parchert's McGladrey Experience 2000 - 2005
Job Finance Director at City of Rock Island
Industry Government Administration
Experience
City of Rock Island December 2011 - Present
Local TV LLC 2008 - 2011
Performance Food Group 2005 - 2008
McGladrey 2000 - 2005
Skills
CPA, General Ledger, Financial Reporting, GAAP, Fixed Assets, Internal Controls, Local Government, Broadcast Television, Foodservice Distribution, Microsoft Excel, Accounting, Strategic Planning, Financial Analysis, Accounts Payable, Budgets, Financial Accounting, Sarbanes-Oxley Act, Auditing, Financial Statements, US GAAP, Payroll, Forecasting
Education
Augustana College
Bachelor of Arts (B.A.), Accounting and Business/Management
St. Ambrose University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
City of Rock Island December 2011 - Present
Local TV LLC 2008 - 2011
Performance Food Group 2005 - 2008
McGladrey 2000 - 2005
Skills
CPA, General Ledger, Financial Reporting, GAAP, Fixed Assets, Internal Controls, Local Government, Broadcast Television, Foodservice Distribution, Microsoft Excel, Accounting, Strategic Planning, Financial Analysis, Accounts Payable, Budgets, Financial Accounting, Sarbanes-Oxley Act, Auditing, Financial Statements, US GAAP, Payroll, Forecasting
Education
Augustana College
Bachelor of Arts (B.A.), Accounting and Business/Management
St. Ambrose University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Tajesh Patel, CPA Tajesh Patel, CPA's McGladrey Experience September 2006 - November 2010
Job Director, Technical Accounting at Estee Lauder
Industry Accounting
Experience
The Estée Lauder Companies Inc. May 2013 - Present
Ernst & Young November 2010 - May 2013
McGladrey September 2006 - November 2010
Citi September 2004 - May 2006
Skills
Assurance, External Audit, Internal Controls, Auditing, Big 4, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Relationship Management, Financial Statements, Financial Audits, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
The Estée Lauder Companies Inc. May 2013 - Present
Ernst & Young November 2010 - May 2013
McGladrey September 2006 - November 2010
Citi September 2004 - May 2006
Skills
Assurance, External Audit, Internal Controls, Auditing, Big 4, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Relationship Management, Financial Statements, Financial Audits, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Donna Zimmerman Donna Zimmerman's McGladrey Experience November 2009 - February 2011
Job Executive Administrative Assistant
Industry Executive Office
Experience
Samsung STA May 2014 - Present
DMZ Enterprises August 2006 - Present
United Community Services of Johnson County August 2011 - May 2014
McGladrey November 2009 - February 2011
Live Marketing June 2010 - June 2010
CMCS - Sprint October 2006 - May 2009
Sprint Nextel 2006 - 2009
CUNA Mutual Group August 2005 - September 2006
Johnson County Chapter of IAAP June 2003 - June 2006
Opus Northwest March 2000 - August 2005
Skills
Administrative..., Office Management, Spreadsheets, Leadership, Customer Service, Team Building, Sales, Software Support, Computer Software...
Education
Avila University 2009 — 2011
Bachelor, Corporate Communication
Madison Area Technical College 2003 — 2007
Associates, Administrative
Bishop Miege High School 1976 — 1980
Samsung STA May 2014 - Present
DMZ Enterprises August 2006 - Present
United Community Services of Johnson County August 2011 - May 2014
McGladrey November 2009 - February 2011
Live Marketing June 2010 - June 2010
CMCS - Sprint October 2006 - May 2009
Sprint Nextel 2006 - 2009
CUNA Mutual Group August 2005 - September 2006
Johnson County Chapter of IAAP June 2003 - June 2006
Opus Northwest March 2000 - August 2005
Skills
Administrative..., Office Management, Spreadsheets, Leadership, Customer Service, Team Building, Sales, Software Support, Computer Software...
Education
Avila University 2009 — 2011
Bachelor, Corporate Communication
Madison Area Technical College 2003 — 2007
Associates, Administrative
Bishop Miege High School 1976 — 1980
Karen Wagner's McGladrey Experience February 2002 - Present
Job Regional Manager, Human Resources at McGladrey, LLP
Industry Accounting
Experience
McGladrey February 2002 - Present
Healthcare August 1988 - December 2001
Skills
Talent Acquisition, Recruiting, Onboarding, Personnel Management, Business Development, Leadership, Performance Management, HRIS, Human Resources, Talent Management, Employee Engagement, Succession Planning, Employee Benefits, Deferred Compensation, Workforce Planning, Benefits Administration, Management, College Recruiting, Organizational..., Employee Relations, Applicant Tracking..., Compensation & Benefit, Employer Branding, Organizational..., Payroll, Executive Search
Education
Ball State University 1984 — 1988
BS, Business/Marketing
McGladrey February 2002 - Present
Healthcare August 1988 - December 2001
Skills
Talent Acquisition, Recruiting, Onboarding, Personnel Management, Business Development, Leadership, Performance Management, HRIS, Human Resources, Talent Management, Employee Engagement, Succession Planning, Employee Benefits, Deferred Compensation, Workforce Planning, Benefits Administration, Management, College Recruiting, Organizational..., Employee Relations, Applicant Tracking..., Compensation & Benefit, Employer Branding, Organizational..., Payroll, Executive Search
Education
Ball State University 1984 — 1988
BS, Business/Marketing
Ed Geary's McGladrey Experience January 2002 - March 2009
Job Founding Partner at Geary Vaughan LLC
Industry Management Consulting
Experience
Geary Vaughan LLC March 2009 - Present
McGladrey January 2002 - March 2009
McGladrey January 2002 - March 2009
Geary, Furnari & Gendron, Inc January 1992 - January 2002
Siegel, Dunn & Geary, Inc 1979 - 1992
Skills
Mergers, Management, Strategic Planning, Due Diligence, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Venture Capital, Business Development, Consulting, New Business Development, Turnaround Strategy, Start-ups, Finance, Executive Management, E-commerce, Negotiation, Strategic Partnerships, Turn Around Management, Strategy
Education
Babson College 1977 — 1978
MBA, Finance
Boston University - School of Management 1973 — 1977
BSBA, Management
Xaverian Brothers High School 1969 — 1973
Geary Vaughan LLC March 2009 - Present
McGladrey January 2002 - March 2009
McGladrey January 2002 - March 2009
Geary, Furnari & Gendron, Inc January 1992 - January 2002
Siegel, Dunn & Geary, Inc 1979 - 1992
Skills
Mergers, Management, Strategic Planning, Due Diligence, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Venture Capital, Business Development, Consulting, New Business Development, Turnaround Strategy, Start-ups, Finance, Executive Management, E-commerce, Negotiation, Strategic Partnerships, Turn Around Management, Strategy
Education
Babson College 1977 — 1978
MBA, Finance
Boston University - School of Management 1973 — 1977
BSBA, Management
Xaverian Brothers High School 1969 — 1973
Tess Rubega's McGladrey Experience October 2014 - Present
Job Audit Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Team Impact November 2011 - May 2014
McGladrey June 2013 - August 2013
John Hancock Financial Services May 2012 - August 2012
Skills
Microsoft Excel, Team Leadership, Business Statistics, Microsoft Word, PowerPoint, Public Speaking, Coaching, Access, Microsoft Office, Fund Accounting, Financial Analysis, Accounting, Securities Lending, Tax
Education
Babson College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey October 2014 - Present
Team Impact November 2011 - May 2014
McGladrey June 2013 - August 2013
John Hancock Financial Services May 2012 - August 2012
Skills
Microsoft Excel, Team Leadership, Business Statistics, Microsoft Word, PowerPoint, Public Speaking, Coaching, Access, Microsoft Office, Fund Accounting, Financial Analysis, Accounting, Securities Lending, Tax
Education
Babson College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Siril D. Varghese, MBA, CPA, CFE's McGladrey Experience July 2015 - Present
Job Senior Tax Associate
Industry Accounting
Experience
McGladrey July 2015 - Present
Schulman Lobel Wolfson Zand Abruzzo Katzen & Blackman, LLP July 2014 - June 2015
McGladrey October 2013 - June 2014
McGladrey November 2010 - October 2013
Citi July 2007 - January 2008
Regen, Benz, & MacKenzie January 2007 - June 2007
New York County District Attorney's Office January 2007 - June 2007
NYCB October 2005 - September 2006
Skills
Accounting, CPA, Tax Accounting, Corporate Tax, Tax Preparation, Partnership Taxation, Account Reconciliation, Income Tax, Microsoft Office, Tax, Tax Returns, ProSystem fx Tax, Tax Research, Strategic Leadership
Education
Iona College 2009 — 2010
MBA, Accounting
Iona College 2009 — 2010
Post Master's Certificate, International Business
Baruch College 2004 — 2008
BBA, Accounting
Martin Van Buren High School
McGladrey July 2015 - Present
Schulman Lobel Wolfson Zand Abruzzo Katzen & Blackman, LLP July 2014 - June 2015
McGladrey October 2013 - June 2014
McGladrey November 2010 - October 2013
Citi July 2007 - January 2008
Regen, Benz, & MacKenzie January 2007 - June 2007
New York County District Attorney's Office January 2007 - June 2007
NYCB October 2005 - September 2006
Skills
Accounting, CPA, Tax Accounting, Corporate Tax, Tax Preparation, Partnership Taxation, Account Reconciliation, Income Tax, Microsoft Office, Tax, Tax Returns, ProSystem fx Tax, Tax Research, Strategic Leadership
Education
Iona College 2009 — 2010
MBA, Accounting
Iona College 2009 — 2010
Post Master's Certificate, International Business
Baruch College 2004 — 2008
BBA, Accounting
Martin Van Buren High School
Josh Thomson's McGladrey Experience June 2013 - Present
Job Associate at McGladrey
Industry Information Technology and Services
Experience
McGladrey June 2013 - Present
Simmons College November 2012 - May 2013
Canaccord Genuity Inc. September 2011 - September 2012
Harvard University January 2010 - September 2011
Euro RSCG June 2007 - November 2007
Haley & Aldrich, Inc. June 2006 - June 2007
Partners HealthCare System November 2005 - June 2006
Akamai Technologies December 2001 - June 2002
Akamai Technologies October 2000 - December 2001
Akamai Technologies March 2000 - October 2000
Education
Bates College 1992 — 1996
B.A., Political Science
McGladrey June 2013 - Present
Simmons College November 2012 - May 2013
Canaccord Genuity Inc. September 2011 - September 2012
Harvard University January 2010 - September 2011
Euro RSCG June 2007 - November 2007
Haley & Aldrich, Inc. June 2006 - June 2007
Partners HealthCare System November 2005 - June 2006
Akamai Technologies December 2001 - June 2002
Akamai Technologies October 2000 - December 2001
Akamai Technologies March 2000 - October 2000
Education
Bates College 1992 — 1996
B.A., Political Science
Eric Rosenblatt's McGladrey Experience February 2015 - Present
Job Auditor at McGladrey
Industry Financial Services
Experience
McGladrey February 2015 - Present
PNC Capital Advisors, LLC June 2013 - February 2015
BlackRock December 2005 - May 2013
Smith Barney October 2003 - December 2005
Credit Suisse First Boston April 2002 - October 2003
Salomon Smith Barney July 2000 - April 2002
Skills
Relationship Management, Financial Analysis, Mutual Funds, Asset Management, Accounting, Vendor Management, Financial Services, Transfer Agency, Fund Administration, Operating Agreements, Contractual Agreements, Accruals, Tax Preparation, Financial Accounting, Corporate Actions, Auditing, Financial Statements
Education
Baldwin Wallace University 2013 — 2015
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting
State University of New York at Buffalo - School of Management 1996 — 2000
BS, Management Information Systems
McGladrey February 2015 - Present
PNC Capital Advisors, LLC June 2013 - February 2015
BlackRock December 2005 - May 2013
Smith Barney October 2003 - December 2005
Credit Suisse First Boston April 2002 - October 2003
Salomon Smith Barney July 2000 - April 2002
Skills
Relationship Management, Financial Analysis, Mutual Funds, Asset Management, Accounting, Vendor Management, Financial Services, Transfer Agency, Fund Administration, Operating Agreements, Contractual Agreements, Accruals, Tax Preparation, Financial Accounting, Corporate Actions, Auditing, Financial Statements
Education
Baldwin Wallace University 2013 — 2015
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting
State University of New York at Buffalo - School of Management 1996 — 2000
BS, Management Information Systems
Jennifer Arias, CPA, MBA, CFP's McGladrey Experience September 2015 - Present
Job Director at McGladrey
Industry Accounting
Experience
McGladrey September 2015 - Present
SC&H Group October 2012 - February 2015
MarketSphere Consulting October 2008 - November 2011
KPMG April 2003 - October 2007
ING March 1998 - March 2003
Barclays Investment Bank 1996 - 1998
Deloitte & Touche 1993 - 1996
Skills
unclaimed property, escheat, abandoned property, Internal Controls, Accounting, Auditing, Financial Reporting, Financial Analysis, Internal Audit, General Ledger, Tax, Due Diligence, CPA, Financial Statements, GAAP, Risk Management, US GAAP
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Accounting
McGladrey September 2015 - Present
SC&H Group October 2012 - February 2015
MarketSphere Consulting October 2008 - November 2011
KPMG April 2003 - October 2007
ING March 1998 - March 2003
Barclays Investment Bank 1996 - 1998
Deloitte & Touche 1993 - 1996
Skills
unclaimed property, escheat, abandoned property, Internal Controls, Accounting, Auditing, Financial Reporting, Financial Analysis, Internal Audit, General Ledger, Tax, Due Diligence, CPA, Financial Statements, GAAP, Risk Management, US GAAP
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Accounting
Pamela Theoharis's McGladrey Experience October 2007 - Present
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey October 2007 - Present
Skills
Tax Research, Partnership Taxation, Corporate Tax
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
Master of Science (M.S.), Taxation
City University of New York-Baruch College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey October 2007 - Present
Skills
Tax Research, Partnership Taxation, Corporate Tax
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
Master of Science (M.S.), Taxation
City University of New York-Baruch College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Dana Beatty's McGladrey Experience September 2008 - July 2011
Job Accountant I (Senior Accountant) at Underwriters Laboratories
Industry Accounting
Experience
Underwriters Laboratories August 2012 - Present
Equable Ascent Financial, LLC July 2011 - August 2012
McGladrey September 2008 - July 2011
Bank of America June 2005 - August 2007
ING January 2007 - March 2007
Skills
Financial Reporting, Auditing, Credit, Internal Controls, Accounts Receivable, Risk Management, Financial Analysis, Accounting, US GAAP, GAAP, Business Analysis, Sarbanes-Oxley Act, Financial Services, Payroll, SEC filings
Education
Northern Illinois University 2007 — 2008
Masters, Accounting
Augustana College 2003 — 2007
BA, Accounting and Marketing
Underwriters Laboratories August 2012 - Present
Equable Ascent Financial, LLC July 2011 - August 2012
McGladrey September 2008 - July 2011
Bank of America June 2005 - August 2007
ING January 2007 - March 2007
Skills
Financial Reporting, Auditing, Credit, Internal Controls, Accounts Receivable, Risk Management, Financial Analysis, Accounting, US GAAP, GAAP, Business Analysis, Sarbanes-Oxley Act, Financial Services, Payroll, SEC filings
Education
Northern Illinois University 2007 — 2008
Masters, Accounting
Augustana College 2003 — 2007
BA, Accounting and Marketing
Kevin (Seong Min) Lim's McGladrey Experience January 2009 - Present
Job Senior Tax Associate at McGladrey, LLP
Industry Accounting
Experience
McGladrey January 2009 - Present
RSM McGladrey, Inc July 2006 - December 2008
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
BBA
McGladrey January 2009 - Present
RSM McGladrey, Inc July 2006 - December 2008
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
BBA
Lori Sirotek, CPA's McGladrey Experience September 2007 - November 2008
Job Controller at The Healing Place of Wake County
Industry Accounting
Experience
The Healing Place of Wake County November 2013 - Present
Hilltop Home January 2011 - October 2013
RTI International (through Greene Resources) January 2010 - December 2010
Davidson, Holland, Whitesell & Co., PLLC January 2009 - October 2009
McGladrey September 2007 - November 2008
BB&T May 1995 - October 2002
Skills
General Ledger, Internal Controls, Auditing, Accounting, QuickBooks, Financial Statements, Forecasting, Journal Entries, Financial Reporting, GAAP, CPA, Financial Analysis, Finance, Financial Accounting, Internal Audit
Education
North Carolina State University - College of Management 2005 — 2007
MAC, Accounting, IT concentration
Barton College
BS, Business Administration concentration Finance
The Healing Place of Wake County November 2013 - Present
Hilltop Home January 2011 - October 2013
RTI International (through Greene Resources) January 2010 - December 2010
Davidson, Holland, Whitesell & Co., PLLC January 2009 - October 2009
McGladrey September 2007 - November 2008
BB&T May 1995 - October 2002
Skills
General Ledger, Internal Controls, Auditing, Accounting, QuickBooks, Financial Statements, Forecasting, Journal Entries, Financial Reporting, GAAP, CPA, Financial Analysis, Finance, Financial Accounting, Internal Audit
Education
North Carolina State University - College of Management 2005 — 2007
MAC, Accounting, IT concentration
Barton College
BS, Business Administration concentration Finance
Jay Shafir, CPA's McGladrey Experience September 2008 - July 2009
Job Supervisory Auditor at DCAA
Industry Accounting
Experience
Defense Contract Audit Agency September 2014 - Present
Defense Contract Audit Agency July 2009 - September 2014
McGladrey September 2008 - July 2009
Skills
Yellow Book, Auditing, Accounting, Financial Statements, QuickBooks, General Ledger, Account Reconciliation, Financial Reporting, US GAAP, Financial Analysis, GAAP, Financial Accounting, Internal Controls, Accounts Payable, Tax, CPA, FAR, Government Auditing, Federal Government..., External Audit, Sarbanes-Oxley Act, Tax Preparation, SEC filings
Education
Binghamton University - School of Management 2010 — 2011
MBA
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Accounting
Macaulay Honors College at The City University of New York 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Stuyvesant High School 2001 — 2005
Defense Contract Audit Agency September 2014 - Present
Defense Contract Audit Agency July 2009 - September 2014
McGladrey September 2008 - July 2009
Skills
Yellow Book, Auditing, Accounting, Financial Statements, QuickBooks, General Ledger, Account Reconciliation, Financial Reporting, US GAAP, Financial Analysis, GAAP, Financial Accounting, Internal Controls, Accounts Payable, Tax, CPA, FAR, Government Auditing, Federal Government..., External Audit, Sarbanes-Oxley Act, Tax Preparation, SEC filings
Education
Binghamton University - School of Management 2010 — 2011
MBA
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Accounting
Macaulay Honors College at The City University of New York 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Stuyvesant High School 2001 — 2005
Gladiola Lohja's McGladrey Experience February 2006 - January 2013
Job Experienced Marketing Professional at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP November 2013 - Present
McGladrey February 2006 - January 2013
The KW Corp January 2001 - February 2006
Skills
Marketing, Direct Marketing, Marketing Automation, Services Marketing, B2B Marketing, Market Planning, B2B, Marketing Communications, Lead Generation, CRM, Campaign Management, Salesforce.com, Professional Services, Integrated Marketing, Business Development, Eloqua, Thought Leadership, Photoshop, PowerPoint, Event Planning, Proposal Support, Financial Reporting, Accounting, Sales, Marketing Strategy, Management
Education
City University of New York-Baruch College 2000 — 2005
Bachelor of Business Administration (BBA), Major in Marketing
BDO USA, LLP November 2013 - Present
McGladrey February 2006 - January 2013
The KW Corp January 2001 - February 2006
Skills
Marketing, Direct Marketing, Marketing Automation, Services Marketing, B2B Marketing, Market Planning, B2B, Marketing Communications, Lead Generation, CRM, Campaign Management, Salesforce.com, Professional Services, Integrated Marketing, Business Development, Eloqua, Thought Leadership, Photoshop, PowerPoint, Event Planning, Proposal Support, Financial Reporting, Accounting, Sales, Marketing Strategy, Management
Education
City University of New York-Baruch College 2000 — 2005
Bachelor of Business Administration (BBA), Major in Marketing
Augustine Onunaku, CPA, MBA.'s McGladrey Experience November 2011 - Present
Job Auditor at McGladrey LLP
Industry Accounting
Experience
McGladrey November 2011 - Present
ACAA Consulting Inc December 2010 - November 2011
Bonamassa, Maietta & Cartelli, LLP January 2009 - November 2010
Ernst & Young August 2007 - October 2008
BHC Inc September 2004 - August 2007
The Research Foundation of SUNY Downstate Campus May 2002 - September 2004
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting
Long Island University
MBA, Accounting
McGladrey November 2011 - Present
ACAA Consulting Inc December 2010 - November 2011
Bonamassa, Maietta & Cartelli, LLP January 2009 - November 2010
Ernst & Young August 2007 - October 2008
BHC Inc September 2004 - August 2007
The Research Foundation of SUNY Downstate Campus May 2002 - September 2004
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting
Long Island University
MBA, Accounting
Elisabeth (Lisa) McGinty, GPHR's McGladrey Experience August 2011 - Present
Job Sr. International HR Generalist at McGladrey
Industry Accounting
Experience
McGladrey August 2011 - Present
ArcelorMittal USA April 2008 - August 2011
HR Solutions -Working at ArcelorMittal USA September 2007 - April 2008
American Air Liquide May 2001 - January 2007
American Air Liquide July 2000 - April 2001
Manpower Inc. -Working at American Air Liquide October 1999 - June 2000
Skills
U.S. Immigration, Expatriate Management, Global Mobility, Employee Relations, Human Resources, Personnel Management, HR Policies, Process Improvement, Policy, Management, PeopleSoft, Training, Interviews, U.S. Immigration..., Immigration Law, New Hire Orientations, Immigration Issues, Workforce Planning, Leadership, Strategy, Vendor Management, Budgets, HRIS, Organizational..., Program Management, Policy Analysis &...
Education
Aurora University 1997 — 1999
MSW, Social Work
University of Illinois at Chicago 1994 — 1997
B.A., Psychology
McGladrey August 2011 - Present
ArcelorMittal USA April 2008 - August 2011
HR Solutions -Working at ArcelorMittal USA September 2007 - April 2008
American Air Liquide May 2001 - January 2007
American Air Liquide July 2000 - April 2001
Manpower Inc. -Working at American Air Liquide October 1999 - June 2000
Skills
U.S. Immigration, Expatriate Management, Global Mobility, Employee Relations, Human Resources, Personnel Management, HR Policies, Process Improvement, Policy, Management, PeopleSoft, Training, Interviews, U.S. Immigration..., Immigration Law, New Hire Orientations, Immigration Issues, Workforce Planning, Leadership, Strategy, Vendor Management, Budgets, HRIS, Organizational..., Program Management, Policy Analysis &...
Education
Aurora University 1997 — 1999
MSW, Social Work
University of Illinois at Chicago 1994 — 1997
B.A., Psychology
David Ruan's McGladrey Experience December 2011 - August 2013
Job Controller at Habitat for Humanity New York City
Industry Accounting
Experience
Habitat for Humanity New York City December 2013 - Present
The Door August 2013 - December 2013
McGladrey December 2011 - August 2013
Loeb & Troper January 2010 - November 2011
UNDERTONE NETWORKS, INC October 2008 - December 2009
Lowercase D June 2008 - December 2008
Symphony Space June 2008 - August 2008
Skills
Accounts Payable, Account Reconciliation, Accounting, Accounts Receivable, Auditing, Financial Statements, Finance, Bank Reconciliation, CPA, GAAP, Financial Reporting, Internal Controls, US GAAP, Financial Accounting, Tax, QuickBooks, General Ledger, Tax Preparation, Office Management, Financial Analysis, Tax Returns, Corporate Tax, Income Tax
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
Accounting, Accounting
Stony Brook University 2003 — 2005
Psychology, Sociology, Philosophy
Habitat for Humanity New York City December 2013 - Present
The Door August 2013 - December 2013
McGladrey December 2011 - August 2013
Loeb & Troper January 2010 - November 2011
UNDERTONE NETWORKS, INC October 2008 - December 2009
Lowercase D June 2008 - December 2008
Symphony Space June 2008 - August 2008
Skills
Accounts Payable, Account Reconciliation, Accounting, Accounts Receivable, Auditing, Financial Statements, Finance, Bank Reconciliation, CPA, GAAP, Financial Reporting, Internal Controls, US GAAP, Financial Accounting, Tax, QuickBooks, General Ledger, Tax Preparation, Office Management, Financial Analysis, Tax Returns, Corporate Tax, Income Tax
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
Accounting, Accounting
Stony Brook University 2003 — 2005
Psychology, Sociology, Philosophy
Sue Honsey's McGladrey Experience October 1980 - May 1983
Job Chief Financial Officer, The Sedona Group
Industry Staffing and Recruiting
Experience
The Sedona Group July 1997 - Present
Minute Suites LLC October 2009 - Present
Quad City Symphony Orchestra Association 1995 - Present
Family Care Affiliates, P.C. November 1994 - February 1997
Trinity Regional Health System October 1990 - October 1994
St. Luke's Hospital (now Genesis Health System) May 1983 - October 1990
McGladrey October 1980 - May 1983
Coopers & Lybrand January 1979 - October 1980
Skills
Finance, Customer Service, Strategic Planning, Budgets, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Nonprofits, Payroll
Education
Augustana College 1975 — 1979
BA, Accounting/Business
The Sedona Group July 1997 - Present
Minute Suites LLC October 2009 - Present
Quad City Symphony Orchestra Association 1995 - Present
Family Care Affiliates, P.C. November 1994 - February 1997
Trinity Regional Health System October 1990 - October 1994
St. Luke's Hospital (now Genesis Health System) May 1983 - October 1990
McGladrey October 1980 - May 1983
Coopers & Lybrand January 1979 - October 1980
Skills
Finance, Customer Service, Strategic Planning, Budgets, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Nonprofits, Payroll
Education
Augustana College 1975 — 1979
BA, Accounting/Business
Rebecca Etnier's McGladrey Experience May 1997 - May 1998
Job Human Resources Manager/Project Manager/Fortune 100 Business Experience
Industry Human Resources
Experience
Triumph Consulting 2012 - 2012
Volt Workforce Solutions 2010 - 2011
John Deere 2003 - 2008
John Deere 2002 - 2003
John Deere 2000 - 2002
John Deere 1998 - 2000
McGladrey May 1997 - May 1998
Hon Allsteel Inc April 1995 - May 1997
Skills
HR Consulting, Process Improvement, Human Resources, Project Management, Workforce Planning, Career Counseling, Recruiting, Performance Management, Organizational..., Research, Compensation & Benefits, Leadership, Management, Targeted Selection..., Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Change Management, Communication, Talent Acquisition
Education
Augustana College
Bachelor's Degree, Business Administration and Management
University of Iowa
Master of Business Administration (M.B.A.)
Triumph Consulting 2012 - 2012
Volt Workforce Solutions 2010 - 2011
John Deere 2003 - 2008
John Deere 2002 - 2003
John Deere 2000 - 2002
John Deere 1998 - 2000
McGladrey May 1997 - May 1998
Hon Allsteel Inc April 1995 - May 1997
Skills
HR Consulting, Process Improvement, Human Resources, Project Management, Workforce Planning, Career Counseling, Recruiting, Performance Management, Organizational..., Research, Compensation & Benefits, Leadership, Management, Targeted Selection..., Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Change Management, Communication, Talent Acquisition
Education
Augustana College
Bachelor's Degree, Business Administration and Management
University of Iowa
Master of Business Administration (M.B.A.)
LeeLee Wong, CPA's McGladrey Experience October 2012 - Present
Job Assurance Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
Louis Vuitton May 2012 - August 2012
Next Jump June 2009 - February 2012
MSCI Inc. September 2008 - June 2009
Skills
CPA, Microsoft Excel, QuickBooks, Microsoft Dynamics, Great Plains Software, Hyperion Financial..., SAP, JDE, Consolidated Reporting, Revenue Recognition, Month End Close, Financial Accounting, Variance Analysis, Member of AICPA, General Ledger, Financial Reporting, Accounts Payable, Accounts Receivable, JD Edwards, Hyperion Enterprise, Accounting, Auditing
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Accounting
McGladrey October 2012 - Present
Louis Vuitton May 2012 - August 2012
Next Jump June 2009 - February 2012
MSCI Inc. September 2008 - June 2009
Skills
CPA, Microsoft Excel, QuickBooks, Microsoft Dynamics, Great Plains Software, Hyperion Financial..., SAP, JDE, Consolidated Reporting, Revenue Recognition, Month End Close, Financial Accounting, Variance Analysis, Member of AICPA, General Ledger, Financial Reporting, Accounts Payable, Accounts Receivable, JD Edwards, Hyperion Enterprise, Accounting, Auditing
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Accounting
Esther Yoon Kyung Cho's McGladrey Experience December 2010 - October 2013
Job Assurance Manager in Asset Management at PwC
Industry Accounting
Experience
PwC November 2013 - Present
McGladrey December 2010 - October 2013
ParenteBeard LLC January 2007 - December 2010
Skills
Accounting, GAAP, Auditing, SEC filings, CPA, Financial Reporting, US GAAP, Asset Management, Private Equity, Hedge Funds, Fund Of Funds, Alternative Investments, Valuation
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Accounting
PwC November 2013 - Present
McGladrey December 2010 - October 2013
ParenteBeard LLC January 2007 - December 2010
Skills
Accounting, GAAP, Auditing, SEC filings, CPA, Financial Reporting, US GAAP, Asset Management, Private Equity, Hedge Funds, Fund Of Funds, Alternative Investments, Valuation
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Accounting
Diane Mrakitsch's McGladrey Experience February 2014 - June 2014
Job Compliance/CRA Examiner, Federal Reserve Bank of Chicago
Industry Banking
Experience
Federal Reserve Bank of Chicago August 2014 - Present
McGladrey February 2014 - June 2014
Federal Reserve Bank of Chicago September 2013 - February 2014
Federal Reserve Bank of Chicago March 2010 - September 2013
Community First Bank Chicago November 2006 - February 2010
North Shore Community Bank September 2000 - November 2006
Harris Bank Wilmette, N.A. May 1994 - September 2000
Skills
Banking, Risk, Compliance, Branch Banking, Customer Relations, Transaction Banking, Retail Banking, Risk Management, Retail, Consumer Lending, Policy, Underwriting, Operational Risk, Credit, consumer compliance, Financial Risk, Customer Service, Financial Transactions, Credit Risk, Mortgage Lending, Financial Institutions, Commercial Banking, Loans, Enterprise Risk..., Operational Risk..., Deposits, Community Reinvestment..., Branch Management, Training, Loan Origination, Cross Selling, Mortgage Banking, Financial Regulation, Credit Analysis, Small Business Lending
Education
Augustana College 1987 — 1991
B.A., Speech Language Pathology and Audiology
Federal Reserve Bank of Chicago August 2014 - Present
McGladrey February 2014 - June 2014
Federal Reserve Bank of Chicago September 2013 - February 2014
Federal Reserve Bank of Chicago March 2010 - September 2013
Community First Bank Chicago November 2006 - February 2010
North Shore Community Bank September 2000 - November 2006
Harris Bank Wilmette, N.A. May 1994 - September 2000
Skills
Banking, Risk, Compliance, Branch Banking, Customer Relations, Transaction Banking, Retail Banking, Risk Management, Retail, Consumer Lending, Policy, Underwriting, Operational Risk, Credit, consumer compliance, Financial Risk, Customer Service, Financial Transactions, Credit Risk, Mortgage Lending, Financial Institutions, Commercial Banking, Loans, Enterprise Risk..., Operational Risk..., Deposits, Community Reinvestment..., Branch Management, Training, Loan Origination, Cross Selling, Mortgage Banking, Financial Regulation, Credit Analysis, Small Business Lending
Education
Augustana College 1987 — 1991
B.A., Speech Language Pathology and Audiology
April Stetten's McGladrey Experience July 2009 - Present
Job Indiana Marketing Liaison at McGladrey
Industry Marketing and Advertising
Experience
McGladrey July 2009 - Present
Hilton Garden Inn August 2007 - 2009
DoubleTree by Hilton 2006 - 2007
Skills
Marketing Strategy, Email Marketing, Direct Marketing, Marketing Communications, Integrated Marketing, Social Media Marketing, Marketing, Advertising, Lead Generation, Strategic Planning, Account Management, Salesforce.com, Online Advertising, CRM, Sales, Event Management, Budgets, Leadership, Small Business, Market Research, Social Media, Business Development
Education
Ball State University 1999 — 2003
Bachelor of Science
McGladrey July 2009 - Present
Hilton Garden Inn August 2007 - 2009
DoubleTree by Hilton 2006 - 2007
Skills
Marketing Strategy, Email Marketing, Direct Marketing, Marketing Communications, Integrated Marketing, Social Media Marketing, Marketing, Advertising, Lead Generation, Strategic Planning, Account Management, Salesforce.com, Online Advertising, CRM, Sales, Event Management, Budgets, Leadership, Small Business, Market Research, Social Media, Business Development
Education
Ball State University 1999 — 2003
Bachelor of Science
Ross Reiling's McGladrey Experience December 1981 - May 1985
Job Executive Vice President/Chief Financial Officer at J. F. Edwards Construction Co.
Industry Construction
Experience
J. F. Edwards Construction Co. February 1993 - Present
North American Financial Services May 1985 - January 1993
McGladrey December 1981 - May 1985
Skills
CPA, Financial Reporting, Auditing, Accounting, Budgets, Accounts Receivable, Finance
Education
Augustana College 1978 — 1982
B.A., Accounting, Business Administration
J. F. Edwards Construction Co. February 1993 - Present
North American Financial Services May 1985 - January 1993
McGladrey December 1981 - May 1985
Skills
CPA, Financial Reporting, Auditing, Accounting, Budgets, Accounts Receivable, Finance
Education
Augustana College 1978 — 1982
B.A., Accounting, Business Administration
Allen Hiller's McGladrey Experience 2008 - 2008
Job AML Compliance
Industry Banking
Experience
IPSA International July 2012 - Present
NSLIJHS 2010 - April 2012
McGladrey 2008 - 2008
Education
Baruch College, City University of New York (CUNY)
IPSA International July 2012 - Present
NSLIJHS 2010 - April 2012
McGladrey 2008 - 2008
Education
Baruch College, City University of New York (CUNY)
Marco Mutonji CPA's McGladrey Experience October 2012 - Present
Job Financial Services Assurance Associate at McGladrey
Industry Financial Services
Experience
McGladrey October 2012 - Present
Amalgamated Bank June 2009 - September 2012
Amalgamated Bank September 2007 - June 2009
Skills
Financial Statements, Accounting, General Ledger, GAAP, Sarbanes-Oxley Act, Variance Analysis, Finance, CPA, Sarbanes-Oxley, Risk Management, Account Reconciliation, Cash Management, Financial Reporting, Financial Analysis, Cash Flow, Internal Controls, US GAAP, Financial Accounting
Education
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Business/Management
McGladrey October 2012 - Present
Amalgamated Bank June 2009 - September 2012
Amalgamated Bank September 2007 - June 2009
Skills
Financial Statements, Accounting, General Ledger, GAAP, Sarbanes-Oxley Act, Variance Analysis, Finance, CPA, Sarbanes-Oxley, Risk Management, Account Reconciliation, Cash Management, Financial Reporting, Financial Analysis, Cash Flow, Internal Controls, US GAAP, Financial Accounting
Education
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Business/Management
Matthew C. Lau, CPA's McGladrey Experience October 2012 - May 2014
Job Ernst & Young, LLP
Industry Accounting
Experience
Ernst & Young, LLP June 2014 - Present
McGladrey October 2012 - May 2014
McGladrey November 2010 - September 2012
Goldstein Financial Management, Inc. November 2009 - April 2010
RSM McGladrey, Inc. January 2009 - April 2009
The NPD Group January 2000 - August 2005
Skills
S Corporations, Income Tax, Partnership Taxation, Corporate Tax, Tax Accounting, Tax Research, CPA, ProSystem fx Tax, C-Corp, FIN 48, Tax, Tax Preparation, US Tax, GAAP, Accounting, Financial Analysis, Financial Accounting, Internal Controls, US GAAP
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting, Economics
Ernst & Young, LLP June 2014 - Present
McGladrey October 2012 - May 2014
McGladrey November 2010 - September 2012
Goldstein Financial Management, Inc. November 2009 - April 2010
RSM McGladrey, Inc. January 2009 - April 2009
The NPD Group January 2000 - August 2005
Skills
S Corporations, Income Tax, Partnership Taxation, Corporate Tax, Tax Accounting, Tax Research, CPA, ProSystem fx Tax, C-Corp, FIN 48, Tax, Tax Preparation, US Tax, GAAP, Accounting, Financial Analysis, Financial Accounting, Internal Controls, US GAAP
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting, Economics
Hank Muratovic's McGladrey Experience September 1997 - Present
Job Tax Partner, McGladrey LLP
Industry Accounting
Experience
McGladrey September 1997 - Present
Skills
Tax Compliance, Mergers, Corporate Tax, Tax Accounting, Tax, Partnership Taxation, Tax Research, Federal Tax, Tax Audits, Tax Returns, Individual Taxation, FAS109, S Corporations, Tax Services, Tax Preparation, Tax Advisory, Corptax, High Net Worth..., Federal Taxation, Mergers & Acquisitions, CPA
Education
Baruch College 1990 — 1997
BBA, MBA, Accounting, Taxation
McGladrey September 1997 - Present
Skills
Tax Compliance, Mergers, Corporate Tax, Tax Accounting, Tax, Partnership Taxation, Tax Research, Federal Tax, Tax Audits, Tax Returns, Individual Taxation, FAS109, S Corporations, Tax Services, Tax Preparation, Tax Advisory, Corptax, High Net Worth..., Federal Taxation, Mergers & Acquisitions, CPA
Education
Baruch College 1990 — 1997
BBA, MBA, Accounting, Taxation
Romulad Beneche,CPA's McGladrey Experience December 2006 - June 2007
Job Business Development Professional at Gemini Hedge
Industry Financial Services
Experience
Gemini Fund Services June 2015 - Present
SS&C GlobeOp February 2014 - May 2015
Reliance Hub LLC January 2013 - February 2014
Citigroup June 2007 - December 2012
McGladrey December 2006 - June 2007
PwC October 2005 - September 2006
American Express August 2004 - October 2005
Exis Capital March 2004 - August 2004
HSBC September 2002 - January 2004
Arrow Electronics July 2001 - September 2002
Skills
Financial Accounting, Hedge Funds, Relationship Management, Financial Audits, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Analysis, Investment Management, CRM, Investments, Bloomberg, Equities, Fixed Income, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Gemini Fund Services June 2015 - Present
SS&C GlobeOp February 2014 - May 2015
Reliance Hub LLC January 2013 - February 2014
Citigroup June 2007 - December 2012
McGladrey December 2006 - June 2007
PwC October 2005 - September 2006
American Express August 2004 - October 2005
Exis Capital March 2004 - August 2004
HSBC September 2002 - January 2004
Arrow Electronics July 2001 - September 2002
Skills
Financial Accounting, Hedge Funds, Relationship Management, Financial Audits, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Analysis, Investment Management, CRM, Investments, Bloomberg, Equities, Fixed Income, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Ron Washington, M.B.A.'s McGladrey Experience 2011 - 2011
Job CFO, American Portfolio Mortgage
Industry Accounting
Experience
American Portfolio Mortgage 2012 - Present
American Mortgage Consultants, Inc. 2010 - 2012
McGladrey 2011 - 2011
Planet Financial Group, LLC 2009 - 2010
American Portfolio Mortgage 2006 - 2009
Berkshire Group LP 2006 - 2006
Chicago Funding, Inc 2005 - 2005
Remax Northern Illinois 2002 - 2005
Skills
Accounting, Financial Reporting, General Ledger, Financial Accounting, Account Reconciliation, QuickBooks, Income Tax, GAAP, Tax Preparation, Bookkeeping, Tax Returns, Auditing, Internal Controls, Journal Entries, Cost Variance Analysis, Mortgage Underwriting, Financial Analysis, Due Diligence, Cash Flow, Financial Statement..., Variance Analysis, Monthly Close Process, Banking, Fixed Assets, Credit
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
MISM, Project Management
Benedictine University 1996 — 2011
MBA, Accounting
North Central College 1992 — 2003
Bachelors, Accounting
Augustana College 1991 — 1992
Elgin High School
American Portfolio Mortgage 2012 - Present
American Mortgage Consultants, Inc. 2010 - 2012
McGladrey 2011 - 2011
Planet Financial Group, LLC 2009 - 2010
American Portfolio Mortgage 2006 - 2009
Berkshire Group LP 2006 - 2006
Chicago Funding, Inc 2005 - 2005
Remax Northern Illinois 2002 - 2005
Skills
Accounting, Financial Reporting, General Ledger, Financial Accounting, Account Reconciliation, QuickBooks, Income Tax, GAAP, Tax Preparation, Bookkeeping, Tax Returns, Auditing, Internal Controls, Journal Entries, Cost Variance Analysis, Mortgage Underwriting, Financial Analysis, Due Diligence, Cash Flow, Financial Statement..., Variance Analysis, Monthly Close Process, Banking, Fixed Assets, Credit
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
MISM, Project Management
Benedictine University 1996 — 2011
MBA, Accounting
North Central College 1992 — 2003
Bachelors, Accounting
Augustana College 1991 — 1992
Elgin High School
Ashima Arora's McGladrey Experience October 2000 - Present
Job Tax Director at McGladrey, LLP
Industry Financial Services
Experience
McGladrey October 2000 - Present
Martin R. Klien & Co. January 1995 - October 2000
Skills
Tax Research, Partnership Taxation, Tax Compliance, Federal Tax, Tax Returns, Financial Sector, Hedge Funds, Tax, Tax Accounting, Corporate Tax, International Tax, Financial Services, Income Tax, GAAP, Tax Preparation, CPA, Auditing, High Net Worth..., US GAAP, Tax Advisory
Education
Barnard College 1995 — 1997
Bachelors, Business Accounting
Nassau Community College 1993 — 1995
Associates, Accounting
St Francis De Sales 1980 — 1990
St Francis De Sales 1980 — 1990
Bachelor's degree in accounting
McGladrey October 2000 - Present
Martin R. Klien & Co. January 1995 - October 2000
Skills
Tax Research, Partnership Taxation, Tax Compliance, Federal Tax, Tax Returns, Financial Sector, Hedge Funds, Tax, Tax Accounting, Corporate Tax, International Tax, Financial Services, Income Tax, GAAP, Tax Preparation, CPA, Auditing, High Net Worth..., US GAAP, Tax Advisory
Education
Barnard College 1995 — 1997
Bachelors, Business Accounting
Nassau Community College 1993 — 1995
Associates, Accounting
St Francis De Sales 1980 — 1990
St Francis De Sales 1980 — 1990
Bachelor's degree in accounting
Albert Cappelloni's McGladrey Experience 2010 - Present
Job Tax Partner, McGladrey
Industry Accounting
Experience
McGladrey 2010 - Present
Caturano and Company October 2003 - July 2010
Arthur Andersen,LLP 1979 - 2002
Skills
Tax, Corporate Tax, Mergers & Acquisitions, Accounting, Due Diligence, Financial Analysis, Income Tax, CPA, Tax Accounting, GAAP, SEC filings, Financial Reporting, Sarbanes-Oxley Act, SEC Filings, Auditing, US GAAP
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA, Business
Penn State University 1976 — 1979
BS, Accounting
McGladrey 2010 - Present
Caturano and Company October 2003 - July 2010
Arthur Andersen,LLP 1979 - 2002
Skills
Tax, Corporate Tax, Mergers & Acquisitions, Accounting, Due Diligence, Financial Analysis, Income Tax, CPA, Tax Accounting, GAAP, SEC filings, Financial Reporting, Sarbanes-Oxley Act, SEC Filings, Auditing, US GAAP
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA, Business
Penn State University 1976 — 1979
BS, Accounting
Azka Abid, CPA's McGladrey Experience Senior Tax AssociateMcGladreyOctober 2014 - Present
Job Senior Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey Senior Tax AssociateMcGladreyOctober 2014 - Present
McGladrey October 2012 - September 2014
McGladrey October 2010 - May 2012
EisnerAmper LLP January 2010 - October 2010
Baruch College January 2009 - June 2010
Sunrise Credit Services October 2006 - June 2007
Washington Mutual July 2005 - July 2006
Skills
Tax, Accounting, ProSystem fx Tax, Financial Reporting, Tax Preparation, Financial Statements, Financial Accounting, Income Tax, Tax Accounting, Corporate Tax, Financial Analysis, Tax Returns, Account Reconciliation, Customer Service, Sarbanes-Oxley Act, GAAP, Microsoft Excel, CPA
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Accounting
McGladrey Senior Tax AssociateMcGladreyOctober 2014 - Present
McGladrey October 2012 - September 2014
McGladrey October 2010 - May 2012
EisnerAmper LLP January 2010 - October 2010
Baruch College January 2009 - June 2010
Sunrise Credit Services October 2006 - June 2007
Washington Mutual July 2005 - July 2006
Skills
Tax, Accounting, ProSystem fx Tax, Financial Reporting, Tax Preparation, Financial Statements, Financial Accounting, Income Tax, Tax Accounting, Corporate Tax, Financial Analysis, Tax Returns, Account Reconciliation, Customer Service, Sarbanes-Oxley Act, GAAP, Microsoft Excel, CPA
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Accounting
Debbie Crabtree's McGladrey Experience June 1996 - November 2001
Job Manager Government Accounting Services at Sikich
Industry Financial Services
Experience
Sikich August 2007 - Present
Village of Glen Ellyn July 2003 - August 2007
Naperville Park District November 2001 - July 2003
McGladrey June 1996 - November 2001
Skills
Accounting, Auditing, Financial Reporting, General Ledger, GAAP, CPA, Internal Controls, Financial Accounting, Fixed Assets, Financial Statements, Financial Analysis, Account Reconciliation, Payroll, Accounts Payable, Government, Cash Management, QuickBooks, Accounts Receivable, Process Improvement, Strategic Planning, Local Government, Nonprofits, Government Accounting, Financial Audits, Tax, Variance Analysis
Education
Augustana College 1992 — 1996
BS, Accounting, Business Administration
Sikich August 2007 - Present
Village of Glen Ellyn July 2003 - August 2007
Naperville Park District November 2001 - July 2003
McGladrey June 1996 - November 2001
Skills
Accounting, Auditing, Financial Reporting, General Ledger, GAAP, CPA, Internal Controls, Financial Accounting, Fixed Assets, Financial Statements, Financial Analysis, Account Reconciliation, Payroll, Accounts Payable, Government, Cash Management, QuickBooks, Accounts Receivable, Process Improvement, Strategic Planning, Local Government, Nonprofits, Government Accounting, Financial Audits, Tax, Variance Analysis
Education
Augustana College 1992 — 1996
BS, Accounting, Business Administration
Jerry Rummel's McGladrey Experience September 1972 - October 1975
Job Owner at Jerry D. Rummel, CPA
Industry Accounting
Experience
Jerry D. Rummel, CPA October 1975 - Present
McGladrey September 1972 - October 1975
Skills
Tax, Tax Preparation, Tax Returns, Income Tax, Bookkeeping, Sales Tax, Auditing, Accounting, Corporate Tax, Financial Accounting, Financial Reporting, Financial Statements
Education
Ball State University 1968 — 1972
Bachelor's degree, Accounting
Jerry D. Rummel, CPA October 1975 - Present
McGladrey September 1972 - October 1975
Skills
Tax, Tax Preparation, Tax Returns, Income Tax, Bookkeeping, Sales Tax, Auditing, Accounting, Corporate Tax, Financial Accounting, Financial Reporting, Financial Statements
Education
Ball State University 1968 — 1972
Bachelor's degree, Accounting
Winston Liao, CPA's McGladrey Experience 2011 - 2013
Job FSO Senior at E&Y
Industry Accounting
Experience
EY December 2013 - Present
McGladrey 2011 - 2013
NYSE Euronext 2009 - 2011
Tiffany & Co. 2008 - 2009
Pepsi Cola bottling Co of New York 2007 - 2008
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, US GAAP, GAAP, CPA, Financial Modeling, Outlook, Microsoft Excel, PowerPoint, Pivot Tables, Vlookup, Sumif, Thinking Outside The Box, Efficiency, Private Equity, Hedge Funds, Audits of Employee..., Investments, Friendly Personality, General Ledger
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting
State University of New York at Stony Brook 2003 — 2007
Bachelor of Science (BS), Business Management
EY December 2013 - Present
McGladrey 2011 - 2013
NYSE Euronext 2009 - 2011
Tiffany & Co. 2008 - 2009
Pepsi Cola bottling Co of New York 2007 - 2008
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, US GAAP, GAAP, CPA, Financial Modeling, Outlook, Microsoft Excel, PowerPoint, Pivot Tables, Vlookup, Sumif, Thinking Outside The Box, Efficiency, Private Equity, Hedge Funds, Audits of Employee..., Investments, Friendly Personality, General Ledger
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting
State University of New York at Stony Brook 2003 — 2007
Bachelor of Science (BS), Business Management
Rich Davisson's McGladrey Experience January 1989 - Present
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey January 1989 - Present
Skills
Accounting, SEC filings, GAAP, Internal Controls, CPA, US GAAP, Auditing, Sarbanes-Oxley Act, Assurance, Financial Accounting, Financial Reporting
Education
Ball State University 1985 — 1989
BS, Accounting
Ball State University - College of Business 1985 — 1989
BS, Accounting
McGladrey January 1989 - Present
Skills
Accounting, SEC filings, GAAP, Internal Controls, CPA, US GAAP, Auditing, Sarbanes-Oxley Act, Assurance, Financial Accounting, Financial Reporting
Education
Ball State University 1985 — 1989
BS, Accounting
Ball State University - College of Business 1985 — 1989
BS, Accounting
Jack Welter's McGladrey Experience June 1986 - June 1990
Job CEO of Elkhart Plastics, Inc.
Industry Plastics
Experience
Elkhart Plastics, Inc. June 1990 - Present
McGladrey June 1986 - June 1990
Education
Ball State University 1982 — 1986
BS, Accounting
Elkhart Plastics, Inc. June 1990 - Present
McGladrey June 1986 - June 1990
Education
Ball State University 1982 — 1986
BS, Accounting
Natalia Rella, CPA's McGladrey Experience October 2011 - September 2014
Job Senior Assurance Associate
Industry Accounting
Experience
Capital One 2014 - 2015
McGladrey October 2011 - September 2014
Mosaica Education, Inc. February 2008 - October 2011
Skills
Accounting, Internal Controls, Financial Reporting, Financial Analysis, Auditing, Bank Reconciliation, Accounts Receivable, GAAP, Microsoft Excel, CPA, General Ledger, Financial Statements, External Audit, Bookkeeping, Tax Preparation, US GAAP, Financial Accounting, Account Reconciliation, Accounts Payable, QuickBooks, Income Tax, IFRS
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
BBA, Accounting, 3.9 (4)
South Ural State University (SUSU)
Capital One 2014 - 2015
McGladrey October 2011 - September 2014
Mosaica Education, Inc. February 2008 - October 2011
Skills
Accounting, Internal Controls, Financial Reporting, Financial Analysis, Auditing, Bank Reconciliation, Accounts Receivable, GAAP, Microsoft Excel, CPA, General Ledger, Financial Statements, External Audit, Bookkeeping, Tax Preparation, US GAAP, Financial Accounting, Account Reconciliation, Accounts Payable, QuickBooks, Income Tax, IFRS
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
BBA, Accounting, 3.9 (4)
South Ural State University (SUSU)
Maya Cohen's McGladrey Experience November 2009 - December 2011
Job Assurance Manager at EY
Industry Accounting
Experience
Ernst & Young December 2011 - Present
McGladrey November 2009 - December 2011
University of North Carolina at Chapel Hill 2006 - 2009
University of North Carolina at Chapel Hill 2003 - 2006
Skills
Internal Controls, Auditing, Financial Reporting, CPA, SEC filings, US GAAP, Sarbanes-Oxley Act, External Audit, Financial Statements, Big 4
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
MAC, Accounting
Barnard College 1998 — 2002
BA, Astronomy, Environmental Science
Ernst & Young December 2011 - Present
McGladrey November 2009 - December 2011
University of North Carolina at Chapel Hill 2006 - 2009
University of North Carolina at Chapel Hill 2003 - 2006
Skills
Internal Controls, Auditing, Financial Reporting, CPA, SEC filings, US GAAP, Sarbanes-Oxley Act, External Audit, Financial Statements, Big 4
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
MAC, Accounting
Barnard College 1998 — 2002
BA, Astronomy, Environmental Science
Kathy Jakovcic, CPA's McGladrey Experience 2008 - Present
Job Director Quality Assurance at McGladrey
Industry Accounting
Experience
McGladrey 2008 - Present
McGladrey 2008 - Present
National City Community Development Corporation 2004 - 2008
National City Bank 2001 - 2008
KPMG LLP 1992 - 2001
Skills
Project Management, Compliance Reporting, Auditing, GAAP, Financial Reporting, Accounting, Risk Management, Managerial Finance, Banking, SEC filings, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, General Ledger, Internal Audit, CPA, Due Diligence
Education
Baldwin-Wallace College 1989 — 1992
Bachelor of Arts, Accounting and Business
McGladrey 2008 - Present
McGladrey 2008 - Present
National City Community Development Corporation 2004 - 2008
National City Bank 2001 - 2008
KPMG LLP 1992 - 2001
Skills
Project Management, Compliance Reporting, Auditing, GAAP, Financial Reporting, Accounting, Risk Management, Managerial Finance, Banking, SEC filings, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, General Ledger, Internal Audit, CPA, Due Diligence
Education
Baldwin-Wallace College 1989 — 1992
Bachelor of Arts, Accounting and Business
Engelina Tjokro Soesilo's McGladrey Experience December 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Martinez, Rosario & Company, LLP August 2012 - November 2014
The University of Texas at Austin McCombs School of Business - Millennium Lab January 2009 - May 2012
The University of Texas at Austin Office of Accounting February 2012 - April 2012
Maxwell Locke & Ritter LLP February 2011 - April 2011
PricewaterhouseCoopers June 2010 - August 2010
Austin Community College, Office for Students with Disabilities (OSD) January 2007 - May 2008
Skills
Accounting, Auditing, Microsoft Excel, Access, Microsoft Word, PowerPoint, Peachtree, Analysis, Project Management, Financial Reporting, CCH ProSystem fx, IDEA, Finance, Tax, CPA
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Master in Professional Accounting, Financial Reporting and Assurance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Austin Community College 2006 — 2008
McGladrey December 2014 - Present
Martinez, Rosario & Company, LLP August 2012 - November 2014
The University of Texas at Austin McCombs School of Business - Millennium Lab January 2009 - May 2012
The University of Texas at Austin Office of Accounting February 2012 - April 2012
Maxwell Locke & Ritter LLP February 2011 - April 2011
PricewaterhouseCoopers June 2010 - August 2010
Austin Community College, Office for Students with Disabilities (OSD) January 2007 - May 2008
Skills
Accounting, Auditing, Microsoft Excel, Access, Microsoft Word, PowerPoint, Peachtree, Analysis, Project Management, Financial Reporting, CCH ProSystem fx, IDEA, Finance, Tax, CPA
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Master in Professional Accounting, Financial Reporting and Assurance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Austin Community College 2006 — 2008
Richard Sung's McGladrey Experience October 2007 - May 2010
Job Tax Professional
Industry Accounting
Experience
DAVID WEISS, CPA, PLLC February 2013 - April 2014
Marks Paneth & Shron LLP September 2010 - May 2012
McGladrey October 2007 - May 2010
DAVIS, GRABER, PLOTZKER & WARD, LLP, CPAS September 2006 - September 2007
REGEN, BENZ & MACKENZIE, CPA’S, PC November 2005 - September 2006
Kenneth K. Lee August 2004 - August 2005
Skills
Tax Preparation, Tax, Tax Returns, Income Tax, Tax Advisory, Auditing, Financial Statements, General Ledger, Tax Research, International Tax, S Corporations, Tax Accounting, Trusts, Partnership Taxation, Bank Reconciliation, State Tax, ProSystem fx Tax, GAAP, CPA, Corporate Tax, GoSystems, SEC filings
Education
Baruch College 2001 — 2003
MBA, Taxation
DAVID WEISS, CPA, PLLC February 2013 - April 2014
Marks Paneth & Shron LLP September 2010 - May 2012
McGladrey October 2007 - May 2010
DAVIS, GRABER, PLOTZKER & WARD, LLP, CPAS September 2006 - September 2007
REGEN, BENZ & MACKENZIE, CPA’S, PC November 2005 - September 2006
Kenneth K. Lee August 2004 - August 2005
Skills
Tax Preparation, Tax, Tax Returns, Income Tax, Tax Advisory, Auditing, Financial Statements, General Ledger, Tax Research, International Tax, S Corporations, Tax Accounting, Trusts, Partnership Taxation, Bank Reconciliation, State Tax, ProSystem fx Tax, GAAP, CPA, Corporate Tax, GoSystems, SEC filings
Education
Baruch College 2001 — 2003
MBA, Taxation
Randall Gorski CPA's McGladrey Experience December 2010 - July 2012
Job Senior Financial Analyst
Industry Airlines/Aviation
Experience
American Airlines June 2014 - Present
American Airlines December 2012 - June 2014
McGladrey December 2010 - July 2012
Blue & Co., LLC December 2007 - March 2010
Skills
General Ledger, Accounting, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Account Reconciliation, Bookkeeping, CPA, Accounts Payable, Accounts Receivable, Peachtree, Cash Flow, External Audit, Business Valuation, Insurance, Employee Benefits, Preparation, Monthly Close, GAAP, Financial Statements, Fixed Assets, Financial Audits, Sarbanes-Oxley, Analysis, SAP, US GAAP, Variance Analysis, Journal Entries, Accruals, Hyperion Enterprise, Financial Analysis, Statutory Accounting, Balance, Financial Forecasting, Assurance, Finance, Budgets, Forecasting, Microsoft Excel, Mergers
Education
Ball State University - College of Business 2006 — 2007
MSA, Accountancy
Ball State University 2002 — 2006
Bachelor of Science (BS), Accounting
American Airlines June 2014 - Present
American Airlines December 2012 - June 2014
McGladrey December 2010 - July 2012
Blue & Co., LLC December 2007 - March 2010
Skills
General Ledger, Accounting, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Account Reconciliation, Bookkeeping, CPA, Accounts Payable, Accounts Receivable, Peachtree, Cash Flow, External Audit, Business Valuation, Insurance, Employee Benefits, Preparation, Monthly Close, GAAP, Financial Statements, Fixed Assets, Financial Audits, Sarbanes-Oxley, Analysis, SAP, US GAAP, Variance Analysis, Journal Entries, Accruals, Hyperion Enterprise, Financial Analysis, Statutory Accounting, Balance, Financial Forecasting, Assurance, Finance, Budgets, Forecasting, Microsoft Excel, Mergers
Education
Ball State University - College of Business 2006 — 2007
MSA, Accountancy
Ball State University 2002 — 2006
Bachelor of Science (BS), Accounting
Joseph Leonard's McGladrey Experience November 2008 - Present
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey November 2008 - Present
The Siegfried Group October 2012 - March 2013
KPMG September 2006 - November 2008
Skills
Accounting, Assurance, Auditing, US GAAP, Financial Reporting, Internal Controls, Financial Analysis, Microsoft Excel, Manufacturing, Healthcare, Non-profits, Consulting, Project Management, Nonprofits, GAAP, CPA, SEC filings
Education
Baldwin Wallace University 2003 — 2006
MBA, Accounting
Baldwin Wallace University 2003 — 2006
BA, Accounting
McGladrey November 2008 - Present
The Siegfried Group October 2012 - March 2013
KPMG September 2006 - November 2008
Skills
Accounting, Assurance, Auditing, US GAAP, Financial Reporting, Internal Controls, Financial Analysis, Microsoft Excel, Manufacturing, Healthcare, Non-profits, Consulting, Project Management, Nonprofits, GAAP, CPA, SEC filings
Education
Baldwin Wallace University 2003 — 2006
MBA, Accounting
Baldwin Wallace University 2003 — 2006
BA, Accounting
Faisal Mashi, CPA, MST's McGladrey Experience January 2011 - January 2013
Job Tax Supervisor at Anchin, Block & Anchin LLP
Industry Accounting
Experience
Anchin, Block & Anchin LLP February 2015 - Present
Anchin, Block & Anchin LLP August 2014 - Present
Frankel, Loughran, Starr & Vallone LLP January 2013 - August 2014
McGladrey January 2011 - January 2013
Skills
ProSystem fx Tax, Caseware, QuickBooks, Microsoft Office, tax workbooks, bna income tax planner, Adobe Acrobat, Foreign Tax Credit, Tax Accounting, FAS 109, Consolidated Returns, Income Tax, Tax, US GAAP, Financial Statements, IRS, S Corporations, Corporate Tax, Tax Returns, Tax Preparation, Account Reconciliation, Partnership Taxation, FIN 48, Tax Research, Accounting
Education
Baruch College 2010 — 2012
Master of Science (MS), Taxation
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
MS, Accounting
Anchin, Block & Anchin LLP February 2015 - Present
Anchin, Block & Anchin LLP August 2014 - Present
Frankel, Loughran, Starr & Vallone LLP January 2013 - August 2014
McGladrey January 2011 - January 2013
Skills
ProSystem fx Tax, Caseware, QuickBooks, Microsoft Office, tax workbooks, bna income tax planner, Adobe Acrobat, Foreign Tax Credit, Tax Accounting, FAS 109, Consolidated Returns, Income Tax, Tax, US GAAP, Financial Statements, IRS, S Corporations, Corporate Tax, Tax Returns, Tax Preparation, Account Reconciliation, Partnership Taxation, FIN 48, Tax Research, Accounting
Education
Baruch College 2010 — 2012
Master of Science (MS), Taxation
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
MS, Accounting
Barry Ferziger's McGladrey Experience July 2015 - Present
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey July 2015 - Present
CBIZ January 2014 - July 2015
Marks Paneth & Shron LLP September 2012 - December 2013
BKO Corp July 2009 - September 2012
UBS Financial Services June 2010 - August 2010
CPA Firm January 2010 - May 2010
Skills
Accounting, Financial Reporting, Cash Flow, Budgeting, Tax, Quickbooks, Problem Solving, Excel, Financial Analysis
Education
Baruch College 2011 — 2013
MS, Accountancy
Fairleigh Dickinson University 2008 — 2011
BA, Business Administration
McGladrey July 2015 - Present
CBIZ January 2014 - July 2015
Marks Paneth & Shron LLP September 2012 - December 2013
BKO Corp July 2009 - September 2012
UBS Financial Services June 2010 - August 2010
CPA Firm January 2010 - May 2010
Skills
Accounting, Financial Reporting, Cash Flow, Budgeting, Tax, Quickbooks, Problem Solving, Excel, Financial Analysis
Education
Baruch College 2011 — 2013
MS, Accountancy
Fairleigh Dickinson University 2008 — 2011
BA, Business Administration
Reena Mathew's McGladrey Experience 2000 - 2010
Job Tax Senior Manager at EY
Industry Financial Services
Experience
EY 2010 - Present
McGladrey 2000 - 2010
Skills
Tax Research, Partnership Taxation, Internal Controls, Tax, CPA, Accounting, Corporate Tax, Financial Reporting, Tax Accounting, Auditing, Income Tax, GAAP, US GAAP, Financial Services, International Tax
Education
City University of New York-Baruch College
BBA, Accounting
EY 2010 - Present
McGladrey 2000 - 2010
Skills
Tax Research, Partnership Taxation, Internal Controls, Tax, CPA, Accounting, Corporate Tax, Financial Reporting, Tax Accounting, Auditing, Income Tax, GAAP, US GAAP, Financial Services, International Tax
Education
City University of New York-Baruch College
BBA, Accounting
Jenny Wang, CPA's McGladrey Experience May 2015 - Present
Job Assurance Senior Associate
Industry Accounting
Experience
McGladrey May 2015 - Present
Skills
Commercial Real Estate, Hospitality, Not for Profit, Technology, US GAAP, Bookkeeping, Financial Audits, Auditing, Accounting, Internal Controls, Financial Accounting, Financial Reporting
Education
Baruch College
Bachelor’s Degree
McGladrey May 2015 - Present
Skills
Commercial Real Estate, Hospitality, Not for Profit, Technology, US GAAP, Bookkeeping, Financial Audits, Auditing, Accounting, Internal Controls, Financial Accounting, Financial Reporting
Education
Baruch College
Bachelor’s Degree
Md Sayeem's McGladrey Experience August 2004 - August 2009
Job Manager at Integrated Investment Solutions LLC
Industry Accounting
Experience
Integrated Investment Solutions December 2008 - Present
McGladrey August 2004 - August 2009
Education
Baruch College 1999 — 2002
Bachelor of Business Administration (BBA), Accounting, 3.2
Integrated Investment Solutions December 2008 - Present
McGladrey August 2004 - August 2009
Education
Baruch College 1999 — 2002
Bachelor of Business Administration (BBA), Accounting, 3.2
Glen Cheung's McGladrey Experience January 2014 - April 2014
Job FSO Tax Intern at EY
Industry Accounting
Experience
Goldman Sachs May 2012 - July 2015
EY June 2014 - September 2014
McGladrey January 2014 - April 2014
Skills
Microsoft Office, Cantonese, Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Adobe Professional
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (M.S.), Taxation
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Goldman Sachs May 2012 - July 2015
EY June 2014 - September 2014
McGladrey January 2014 - April 2014
Skills
Microsoft Office, Cantonese, Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Adobe Professional
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (M.S.), Taxation
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Rebecca Towne's McGladrey Experience June 2012 - December 2014
Job President at Quadrant Risk Advisory
Industry Banking
Experience
Quadrant Risk Advisory LLC January 2015 - Present
McGladrey June 2012 - December 2014
Towne Consulting LLC May 2011 - June 2013
Fifth Third Bank 2010 - 2011
Irwin Financial Corporation 2006 - 2009
Waterfield Group 2005 - 2006
Provident Bank 2000 - 2004
First Union Corporation 1997 - 2000
GE Capital Mortgage Corporation 1986 - 1997
Skills
Enterprise Risk..., Financial Risk, Sarbanes-Oxley Act, Internal Controls, Loans, Risk Management, Security, Strategy, Internal Audit, Banking, Financial Analysis, Auditing, Compliance, Credit, Financial Modeling, Credit Risk, Mergers & Acquisitions, Finance, Due Diligence, Portfolio Management
Education
Duke University 1982 — 1983
Master's degree, Economics
Bard College 1978 — 1982
Bachelor's degree, Economics
American International School of Zurich, Switzerland
Quadrant Risk Advisory LLC January 2015 - Present
McGladrey June 2012 - December 2014
Towne Consulting LLC May 2011 - June 2013
Fifth Third Bank 2010 - 2011
Irwin Financial Corporation 2006 - 2009
Waterfield Group 2005 - 2006
Provident Bank 2000 - 2004
First Union Corporation 1997 - 2000
GE Capital Mortgage Corporation 1986 - 1997
Skills
Enterprise Risk..., Financial Risk, Sarbanes-Oxley Act, Internal Controls, Loans, Risk Management, Security, Strategy, Internal Audit, Banking, Financial Analysis, Auditing, Compliance, Credit, Financial Modeling, Credit Risk, Mergers & Acquisitions, Finance, Due Diligence, Portfolio Management
Education
Duke University 1982 — 1983
Master's degree, Economics
Bard College 1978 — 1982
Bachelor's degree, Economics
American International School of Zurich, Switzerland
Bobo Diallo's McGladrey Experience August 2012 - October 2012
Job Account manager
Industry Real Estate
Experience
Office Park Inc / Boomtown Realty January 2013 - Present
BOBO BUSINESS January 2013 - April 2013
National income life insurance company February 2012 - November 2012
McGladrey August 2012 - October 2012
Skills
Tax Preparation, ProSystem fx Tax, Tax, Tax Returns, Income Tax, Tax Accounting, QuickBooks, Sales Tax, General Ledger, GAAP, IRS, Journal Entries
Education
Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
Baruch College 2007 — 2012
Bachelor's degree, Accounting
Office Park Inc / Boomtown Realty January 2013 - Present
BOBO BUSINESS January 2013 - April 2013
National income life insurance company February 2012 - November 2012
McGladrey August 2012 - October 2012
Skills
Tax Preparation, ProSystem fx Tax, Tax, Tax Returns, Income Tax, Tax Accounting, QuickBooks, Sales Tax, General Ledger, GAAP, IRS, Journal Entries
Education
Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
Baruch College 2007 — 2012
Bachelor's degree, Accounting
Thomas Sze's McGladrey Experience June 2008 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
State Street 2009 - 2011
McGladrey June 2008 - May 2009
PwC January 2007 - May 2008
Rosen Seymour Shapss Martin & Company LLP January 2006 - May 2006
Skills
Accounting, Hedge Funds, Hedge Accounting, Tax Accounting, Fast Tax, ProSystem fx Tax, GoSystems, MasterTax, CCH Research, Tax, Research, Microsoft Office, Microsoft Excel, Outlook, Access, Restaurants
Education
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
State Street 2009 - 2011
McGladrey June 2008 - May 2009
PwC January 2007 - May 2008
Rosen Seymour Shapss Martin & Company LLP January 2006 - May 2006
Skills
Accounting, Hedge Funds, Hedge Accounting, Tax Accounting, Fast Tax, ProSystem fx Tax, GoSystems, MasterTax, CCH Research, Tax, Research, Microsoft Office, Microsoft Excel, Outlook, Access, Restaurants
Education
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Ahuva Indig's McGladrey Experience July 2008 - Present
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey July 2008 - Present
Loeb & Troper July 2006 - July 2008
Skills
Corporate Tax
Education
City University of New York-Baruch College - Zicklin School of Business
Masters, Taxation
Touro College
Bachelor of Science (BS), Accounting
McGladrey July 2008 - Present
Loeb & Troper July 2006 - July 2008
Skills
Corporate Tax
Education
City University of New York-Baruch College - Zicklin School of Business
Masters, Taxation
Touro College
Bachelor of Science (BS), Accounting
Tony Bilotta's McGladrey Experience June 2015 - August 2015
Job Junior Risk Analyst at Sterling National Bank
Industry Accounting
Experience
Sterling National Bank September 2015 - Present
McGladrey June 2015 - August 2015
Hudson Valley Bank June 2014 - May 2015
Bed Bath and Beyond February 2011 - June 2014
Skills
Accounting, Risk Analysis, Leadership, Communication, Social Media, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Enterprise Risk..., PowerPoint, Time Management, Research
Education
Fordham University 2011 — 2015
Bachelor's degree, Public Accounting
Baruch College, City University of New York (CUNY)
Master's degree, Accounting
Sterling National Bank September 2015 - Present
McGladrey June 2015 - August 2015
Hudson Valley Bank June 2014 - May 2015
Bed Bath and Beyond February 2011 - June 2014
Skills
Accounting, Risk Analysis, Leadership, Communication, Social Media, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Enterprise Risk..., PowerPoint, Time Management, Research
Education
Fordham University 2011 — 2015
Bachelor's degree, Public Accounting
Baruch College, City University of New York (CUNY)
Master's degree, Accounting
Tara Snider's McGladrey Experience January 2009 - April 2009
Job Sr. Tax Accountant at KAR Auction Services
Industry Automotive
Experience
KAR Auction Services, Inc October 2014 - Present
Interactive Intelligence July 2013 - October 2014
Crowe Horwath LLP September 2010 - July 2013
McGladrey January 2009 - April 2009
Skills
Corporate Tax, Tax Preparation, Tax Returns, Microsoft Excel, OneSource, GoSystems, Microsoft Dynamics GP, FAS, Financial Analysis, Accounting, Income Tax, Tax Accounting
Education
Ball State University 2005 — 2010
Master's degree, Accounting
KAR Auction Services, Inc October 2014 - Present
Interactive Intelligence July 2013 - October 2014
Crowe Horwath LLP September 2010 - July 2013
McGladrey January 2009 - April 2009
Skills
Corporate Tax, Tax Preparation, Tax Returns, Microsoft Excel, OneSource, GoSystems, Microsoft Dynamics GP, FAS, Financial Analysis, Accounting, Income Tax, Tax Accounting
Education
Ball State University 2005 — 2010
Master's degree, Accounting
Damon Ng's McGladrey Experience August 1997 - August 2002
Job Controller at Centre Partners Management Llc
Industry Internet
Experience
Centre Partners Management Llc August 2005 - Present
BDO USA, LLP August 2002 - August 2005
McGladrey August 1997 - August 2002
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting
Centre Partners Management Llc August 2005 - Present
BDO USA, LLP August 2002 - August 2005
McGladrey August 1997 - August 2002
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting